Case Studies

Client has a portfolio or Real Estate Investment properties and is looking to reduce number of properties due to the challenges and costs of continuing to manage. We utilized a Delaware Statutory Trust (DST)

Client has a current 401K, with multiple fund holdings, and is not entirely certain on overall investment costs or its potential impact on performance ahead of transitioning to retirement.

Client currently holds a highly-appreciated stock (a non-qualified position with a low cost basis). The concern now centers on reducing exposure to a single position for risk management, however a reluctance to just liquidate the position given the potential tax-consequences of high volume selling.