We Focus on the Important Stuff…
Our financial lives are mostly about making better, more informed decisions and achieving objectives. We help clients with both!
Although we have provided comprehensive financial advice for over thirty years, we focus our experience and expertise on the two most important assets clients have:
Real Estate and Investments.
We specialize in exchanging California rental, investment and vineyard properties into an institutional quality, income producing and diversified real estate portfolio. For the replacement property, we utilize a Delaware Statutory Trust (DST), the vehicle of choice for qualified investors (IRS Revenue Ruling 2004-86).
We design and manage, on a Fee Only Basis, our clients’ portfolios to be consistent with their most important criteria: Objectives, Risk Tolerance and Time horizon. To implement the Approved Strategies, we use the resources of a global provider of asset management, investment processing and investment operation solutions.
PLANNING AND ADVICE
Planning in its many forms provides the roadmap to the achievement of our clients’ objectives. Whether it is retirement, estate, tax, or long-term care planning, we will provide relevant and objective advice to our clients so that they can make better, more informed decisions.
Properties Lost in the Fires
Owners of Commercial or Rental Properties lost in the recent fires, may also be able to exchange their insurance proceeds into a DST to defer Capital Gains Taxes. Rather than being forced to replace the lost property, this exchange could be subject to IRS Code Section #1033 as an Involuntary Conversion. Complex tax rules apply! Please call Dieter Thurow at 707-431-8898 for more information
“Our Financial Life is a Journey, not a Destination. Let a Trusted Advisor guide you!”