Practice Areas / Private Client
Practice Area
Private Client
Real estate is how families build lasting wealth. We protect the strategy behind it.
Overview
We counsel high net worth individuals and families in structuring, negotiating, and documenting private real estate investments, with a focus on wealth building, tax planning, and portfolio diversification.
Our work includes due diligence, structuring and negotiating limited partnership agreements, and advising on tax-efficient investment vehicles including Opportunity Zone and 1031 exchange transactions. We also represent private clients in direct acquisitions and dispositions of single-tenant, multifamily, condominium, and land assets, as well as related financing.
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Related Practice Areas
Joint Ventures
We represent developers, sponsors, owners, investors, and tenants in real estate joint ventures — from two-party partnerships to multi-member investment structures.
Acquisitions & Sales
Purchase and sale of commercial real estate including multifamily, office, retail, industrial, and mixed-use properties.
Financing
Construction loans, permanent loans, refinances, and mezzanine financing with regional and national lenders.
Every deal starts with a conversation
Tell us about your transaction and we'll show you how we can help.