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Foundations for the Future: Real Estate Family Stewardship

When real estate is the family business, these practical resources are designed to help you in managing the business and protecting your assets.

Foundations for the Future E-Book


Automation Efficiencies for Family Offices

Family offices run many disparate systems and processes and it takes a lot of effort to make everything work together. Finding qualified resources is often challenging so how do you find a way to automate and streamline to accommodate accelerated growth? This article examines technological tools that can help you save time and increase efficiencies.

Cybersecurity Within Your Family Office

A look at the reasons why cybersecurity is a growing concern for family offices, as well as six steps you can take to mitigate cybersecurity risk.

Aligning Real Estate with a New Generation of Environmentally Conscious Buyers

Sustainability will continue to popular as younger generations buy or rent homes—meaning builders and real estate investors must make green practices part of their business plans.

Six Strategies to Help Real Estate Families Navigate Tough Decisions

Deciding when to buy, how long to hold, and when to sell family real estate investments can result in tough conversations among family members. Learn six strategies that can help develop a philosophy and shared plan for growing and create a method for working through tough decisions.

Preparing for Emergencies on a Personal Level

For real estate family businesses, where the personal ownership of the assets and the running of the business are particularly intertwined, thorough pre-emergency planning takes on greater urgency. This article discusses the creation of a desk plan, a file you create for close family members and business associates in the event of an emergency.

Warning: In a Pandemic, Real Estate Companies Are Particularly Vulnerable to Fraud

Fraud increases during times of crisis. This article takes a look at the risk of fraud during the pandemic, the causes of fraud, and the actions one can take to mitigate the risk of fraud.

Post-Pandemic Planning: A Guide for Real Estate Family Businesses

A look at both real estate trends and family dynamics as the industry begins to emerge from the pandemic.

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.

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. Families should know there are proven approaches to deal with any disputes that arise.

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.

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 together must be thoughtfully managed or the real estate empire could become a burden rather than a benefit to the family.


A Blueprint for Real Estate Families

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.

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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!

The Importance of a Board of Directors

As a part of EisnerAmper’s Foundations for the Future: Real Estate Family Series, Todd Hankin, the leader of EisnerAmper’s West Coast Real Estate Private Equity Group interviewed his client, Max Levine, CEO of NICO.

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Boards and Private Equity: Best Practices for Success

Join Tami Davidman and Lisë Stewart as they provide a brief overview of the oversight that a board can provide and how a board of directors can help management effectively manage risk.


On-Demand: Family Business Webinar Series | Family Business 101

Join Natalie McVeigh as she uses case studies, humor and plenty of practical examples to assist business owners to understand the basics of running a healthy, productive family business.

On-Demand: Foundations for the Future | Building a Board

We will share tips and techniques for both building effective boards and helping those existing boards to become energized, engaged and laser focused on the strategies that really matter for long-term growth and sustainability.

On-Demand: Foundations for the Future | Risk Management for Owners, Developers and Operators

We discussed smart and effective ways that owners, developers and operators can protect their businesses, keep the operation running, and protect their assets.

On-Demand: Foundations for the Future | Strategic Roadmap for Real Estate Families

Our speakers will discuss ways you can create a strategic real estate family plan that can help you to both survive in a tough market and take full advantage of the better times to come.

On-Demand: Foundations for the Future | Building Bench Strength

Our speakers discussed how real estate families can measure, attract and keep the top talent to support their unique business and family goals.

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