Managing Risk: DWC can assist the Family Office

For every Family Office that handles a portfolio of real estate assets, risk management is the bottom line.

Tasked with preserving and enhancing wealth – for the benefit of multiple living generations – the Family Office must confront a myriad of real estate-specific issues including highest and best use analysis, tax implications, brokerage, and overall wealth transfer strategy.

It is estimated that there are now 5,500 to 6,500 Family Offices in the U.S. and we believe that these private entities now handle billions of liquid real estate assets. Lacking a full complement of in-house experts, some of these private entities have outsourced the demands of their real estate portfolios to Douglas Wilson Companies.

We become collaborative members of the internal team, we do not replace other professionals in
the Family Office,” notes DWC Chairman and CEO Douglas Wilson. “Our ideal assignment is with a Family Office that doesn’t have deep expertise in real estate, which allows that office to keep its
focus on other ventures, such as stocks, bonds, operating businesses, and oil and gas.

As a fiduciary for over 30 years handling over 1,200 matters, Douglas Wilson Companies has earned a national reputation for our expertise and discretion.

“We bring these decades of trust and experience as a latch-on service for individuals, families, and non-profit organizations,” says Wilson.

DWC is also invited in-house by financial institutions whose clients may benefit from the firm’s hands-on development background and its role in business advisory and work-out services.

“Instead of spending the time and money to hire three to five really good people to handle the real estate portfolio, our clients hire us,” adds Wilson. “We are their boots on the ground.”

If you are involved in a Family Office that is dealing with real estate operational issues and its own strategic growth, we invite you to contact Douglas Wilson at 619-641-1141.