Real Estate Wealth Management

A family from Seattle, Washington with multiple real estate assets lacked a cohesive financial strategy and cash flow visibility.
We created a comprehensive asset & liability overview, consolidated reporting tools, and guided 1031 exchange processes.

Result:
✅ Boosted ROI from 6.5% to 8.9%
✅ Deferred over $400k in capital gains taxes
✅ Enabled future estate planning with clarity