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Best in class family office operations

Business man looking out over corporate real estate
8 min watch
Seven fundamental principles of a 1031 exchange

A 1031 like-kind exchange allows business owners and investors to defer taxes on the sale of their real estate investments. Learn the seven fundamental principles of a 1031 exchange in this short video.

Cameron McCausland Plante Moran REIA
Video July 10, 2018 8 min watch
Group of people having a strategy session in an office setting.
5 min read
Managing risk in the rapidly changing Single Family Office: A roundtable discussion
It's a pivotal time for Single Family Offices, with more and more reviewing their structure and operations to minimize risks. In this roundtable discussion, experts share how Single Family Offices are evolving and addressing new risks and risk mitigation strategies.
Mark Blumenthal
Article April 27, 2018 5 min read
Capitol Building Seen Through Columns of the Unites States Supreme Court Building
5 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales

Changes to the U.S. tax code spared a popular — and effective — strategy for tax deferral, a 1031 like-kind exchange. Real estate investors will need a strategy to take full advantage of the program.

Article March 9, 2018 5 min read

Deep dive: Best in class family office operations

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