Estate Management and Liquidation

We provide management services on a fee only basis to individuals or entities that hold real estate assets.  Our typical engagement involves a portfolio of properties or buildings involving multiple units.

Management Services

Our services include overseeing the maintenance of the properties, collecting the monthly income, paying the bills, preparing the financial statements, and working with the accounting professionals to file the required tax returns.

Liquidation Services

In cases where there is a life transition which results in the decision to sell the estate assets, we work with our clients to develop a liquidation plan that maximizes the value of the estate assets.  Depending on the complexity of the estate, this may entail working with other professionals. Our services in this area typically involve real estate assets, business opportunities, collectibles, and fine art.  

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