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Family Office Tax Strategies & Real Estate Financing

Episode 610 | 3.31.21

TAX POLICY AND INVESTMENT TRENDS IMPACTING THE FAMILY OFFICE MARKET

High net worth investors are flush with cash and looking for real estate deals. What are their goals and objectives?

PLUS

WHAT IS THE MARKET FOR REAL ESTATE FINANCING?

Jim shares what can – and cannot – get done today in Residential and Commercial lending.

About Our Guest


Suzanne DeWitt is the founder and managing partner of DEWITT PLLC, with over 21 years of experience in international tax and private wealth planning.

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