A Blueprint for Real Estate Families

September 30, 2020

We’re introducing an exciting new collaboration between the Center for Family Business and EisnerAmper’s Real Estate Group. If you’re a real estate investor, get the tools you need to grow your family business.


Lisa Knee: Hello. I'm Lisa Knee, Co-Chair of the Real Estate Services Group.
Lisë Stewart: And I'm Lisë Stewart, the principal in charge of the Center for Family Business Excellence.

LK: Our practices connect at the unique intersection where real estate is the family business. And we have created a series of articles and resources addressing this unique need for real estate families.
LS: We are so excited about this program. We've designed this series to support our clients as they juggle both the needs of the family and the needs of the business.
LK: Our clients face a myriad of challenges, managing their businesses, protecting their assets, communicating with investors, and even caring for their families, many of whom are either in the family business or certainly impacted by it. In this article and our series to follow, you'll learn a lot about ways to plan for and protect these different areas of your life and your livelihood.
LS: We have pulled together a great combined team, specifically to help with those issues that impact our real estate families. We hope to inspire you, motivate you with ideas that you can implement on your own. And of course, we're always here to help.
LK: Please take a moment and read through the article and be on the lookout for more to follow. Thank you.
LS: Thank you.

About Lisa Knee

Lisa Knee is a Tax Partner and National leader of the firm's Real Estate practice and the National Real Estate Private Equity Group with expertise in the hotel, real estate, financial services, aviation and restaurant sectors and is a member of AICPA, New York State Society of Certified Public Accountants and the New York State Bar Association.

About Lisë Stewart

Lisë Stewart is Partner-in-Charge of the Center for Individual and Organizational Performance and the Center for Family Business Excellence Group, as well as a leader of the firm’s Environmental, Social and Governance Services (“ESG”) practice. Lisë has experience in organizational development, strategic planning and training, and human performance management.

Have Questions or Comments?

If you have any questions, we'd like to hear from you.

Articles September 14, 2020 Part 4: More than Transferring a Title: How Do I Successfully Transfer Responsibility and Ownership of My Real Estate Empire?

Decision-making changes when parents decide to pass their real estate portfolio to their family members. If you decide to pass ownership or management to any family members, here’s a discussion of a few things to consider.

Articles September 14, 2020 Part 3: A Dispute Resolution Guide for Real Estate Families

Families owning real estate companies must recognize: Healthy conflict can help build productive, long-term relationships. On the other hand, unhealthy conflicts must be resolved quickly for the family to emerge even stronger and restore harmony. Fam…

Articles September 14, 2020 Part 2: Considerations (or Opportunities) for Growing a Family Owned Real Estate

The family owning a real estate company must make sound decisions about further investment and growth that are not only right for the business, but also for the family. Governance is simply how families decide to make decisions with one another.

Articles September 15, 2020 Part 1: The Real Estate Family’s Considerations for Success

The uniqueness (and the challenge) of a real estate family is that they are not just a family, but co-owners in a property portfolio and the companies that manage and maintain that portfolio. Both the family and business bonds that tie the family tog…

Podcast September 30, 2020 Planning for Real Estate Families

Join Lisa Knee and Lisë Stewart as they provide a brief overview of the importance of planning ahead and the ways in which this video series is designed to help you, as a business owner, to be fully prepared for your own success!