Yield, capital preservation, and tax deferral in private real estate are table stakes for sophisticated, ultra-high net worth clients. RIAs can differentiate their practices by offering advanced planning services including generational wealth preservation, risk-reward optimization, and long-term legacy planning.
To that end, growth-minded RIAs are strategically partnering with – or allocating to – select sophisticated family office investment platforms to provide clients with more options for achieving these goals.
Family office investment platforms can add value to RIAs’ existing client relationships by considering an enhancement to the commonly-used DST – or Delaware Statutory Trust – vehicle. RIAs often advise clients to use DSTs to defer capital gains taxes.
The case study below details a bespoke 1031 Exchange transaction Kingbird executed on behalf of our founding family office to demonstrate how high-performing, actively managed approaches can complement other tax- advantaged strategies and yield superior after-tax returns.