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Tony Rishell

Principal

I believe real estate is a cornerstone of family legacy, and I honor the strong emotional connection many families have to their real estate holdings for investment or use as a family residence or vacation home.

I help family leaders, business owners, partners, investors, and family offices get clear on strategic direction for complex real estate portfolios, optimize operations and financial performance, and integrate real estate wealth into the family’s overall financial, succession, and estate plan.

I work with family advisors, wealth managers, trustees, estate planners, accountants, and financial planners seeking to assess, align, and implement a wisely formed multi-generational wealth plan that includes real estate assets.

My real estate family office experience and institutional trust real estate asset management background leave me uniquely prepared to increase, preserve, and transfer real estate wealth by...

...increasing real estate cash flows and legacy asset values for families, investors, and trusts
...efficiently overcoming real estate obstacles, entanglements, and crises for leaders and managers
...anchoring and improving operational strategy and performance with financial, market, risk analysis
...dramatically increasing clarity and influence for limited partners and co-owners
...de-escalating family dynamics and resolving family conflicts enough to move estates forward
...greatly amplifying the resourcefulness of family advisors and professionals serving legacy families.

I am Tony Rishell, your real estate wealth strategist.

925-451-2500

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