Planning for UHNW families requires a coordinated team of core advisors and specialized subject-  matter experts—real estate among them. In addition to their operating businesses and investment portfolios, these families often hold complex real estate assets, ranging from income-producing rental properties and multifamily developments to commercial land and long-term development opportunities.

When a family begins planning for a business exit, the real estate component becomes both a challenge and an opportunity. The portfolio must be analyzed not only for its current performance but also for how it can support the family’s post-sale strategy, tax efficiency, and long-term legacy goals.

A smarter exit involves aligning the timing, structure, and utilization of real estate assets with the broader liquidity event. By doing so, families can unlock hidden value, reduce transactional friction, and position their holdings for generational wealth preservation.

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Presented by Jeff Kim and Stephanie Gilezan