Real Estate

Typical Client

  • Domestic and international investors in US real estate
  • Property managers of residential and commercial real estate in US

Hot Issues

  • How to limit our liability exposure for investment in real estate?
  • What is the best structure to hold these investments?
  • How do we plan for wealth transfer to our heirs?


In order to address the needs of our clients in this field, these are some of the services that we offer to them:

  • Structuring tax efficient structure and entities for various real estate activities
  • Assist in lease review and negotiation
  • Assist and prepare loan proposal and packages
  • Periodic reporting to lender
  • Intra-family wealth transfer
  • Provide back office client reporting for property managers

Intested in our service?

We provide 1 hour consultations to our clients in the Bay Area free of charge. Contact us today.

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