Sentences with phrase «estate adviser with»

«The idea is to be a trusted real estate adviser with clients on an ongoing basis,» Bernardoni says.

Not exact matches

RESIDENTIAL investment adviser Momentum Wealth is broadening its offering, unveiling a merger agreement with long - standing commercial real estate agency Mair & Co..

Sales in central London have tanked 41 percent in the first quarter of this year to just 3406 sales compared with the previous year, data from real estate investment adviser London Central Portfolio showed Monday.

The eldest daughter of President Donald Trump and unpaid adviser in the White House, Ivanka Trump just celebrated her eighth wedding anniversary with husband Jared Kushner, a senior adviser to the president and owner of a real - estate empire.

New York's state banking regulator asked Deutsche Bank and two other lenders for information on their relationships with U.S. President Donald Trump's son - in - law and White House senior adviser Jared Kushner and his family's real estate company, a person familiar with the matter told Reuters.

Accolade's advisers and executives reckon they are a good bet given how enamoured China's elite are becoming with the booming sales of Treasury Wine Estates and its big brands Penfolds and Wolf Blass in Asia.

Mayor Bill de Blasio claimed again tonight that he did not break any laws when he had a private consultant who represents various real estate interests participate in discussions about his rezoning proposals — but said he will disclose his interactions with outside advisers in the future anyway.

De Blasio and his closest advisers have financed much of his political activity with money from the powerful real estate community, including developers whose projects need city approval.

Jared Kushner, Trump's son - in - law and close adviser, sparked ethical concerns after meeting with Chinese businessmen shortly after the election to discuss the business of his family's real estate company.

Mayor Bill de Blasio and his closest advisers have financed much of his political activity with money from the powerful real estate community, including developers whose projects need city approval.

[3] Just as voucher holders may benefit from a real estate broker to find housing in a high - opportunity neighborhood, low - income families in school choice systems with limited information about high - performing schools could benefit from an adviser who connects them to educational opportunities.

It's written by Mike Piper, a former adviser with Edward Jones and tax accountant for a large Chicago real estate firm.

Your accountant or financial adviser can work with a legal professional who specialises in estate planning.

However, for those with bigger estates, an independent financial adviser may, depending on their qualification, be able to help (see the Financial Advice guide), but a solicitor or tax accountant is a better bet for more specialised info.

Always speak to a financial adviser about your estate plans to ensure your beneficiaries are not saddled with undue burden.

«This restriction will cause a decrease in available capital and buyers, especially for high - end real estate, where, historically, transactions with astronomical prices had foreign buyers at play», said Samantha Ahuja, Partner at Morris, Manning & Martin, LLP, an adviser to owners and developers of hotels, casinos, retail and shopping centres, and data centres.

She works closely with other professional advisers to ensure that all aspects of estate planning are covered and that clients» objectives are achieved.

Advising clients on the purchase of non UK real estate, liaising with local advisers, including purchases through companies and structures of high value residential and commercial real estate in the USA, France, Spain, Italy and Switzerland.

Tesco has dropped Ashurst as its go - to real estate advisers following a review of the supermarket giant's legal strategy, with Berwin Leighton Paisner set to take the lion's share of the work.

Our members include lawyers, accountants, tax advisers and fiduciaries, some of whom work in association with other specialists: economists, real estate advisers or financial advisers.

The Corporate and M&A team works closely with the Firm's non-transactional practices (e.g. antitrust and competition, compliance, intellectual property, real estate and tax) to serve as a one - stop shop for all types of M&A, joint ventures, reorganizations and other transactions for the world's biggest corporations and their financial advisers, as well as local companies.

C — The law allows, but does not require, private deliberations in limited circumstances, including: Discussions about employment matters related to specific employees (current, former or prospective); discussions with an attorney or professional adviser about issues related to pending or threatened litigation; discussions about the purchase or lease of real estate; information, strategy and negotiations related to collective bargaining; and discussions of matters that are confidential by law.

I also assist managers and investment advisers in forming private investment funds, including hedge, venture capital, real estate, natural resources and private equity funds, provide advice with respect to securities regulation and capital raising.

Recognised as the leading legal adviser to funds across the Channel Islands, and with fast - growing Caribbean and Asia practices, our clients in the private equity sector include the world's leading private equity houses, international banks and financial institutions, as well as specialist private equity real estate and infrastructure funds.

Work with a savvy adviser when you purchase coverage because estate planning and tax issues are complex, especially when you have a large estate.

Discuss your financial situations with your an estate lawyer or your financial adviser.

We always recommend checking with a tax adviser on the most tax efficient ways to plan for your estate.

ILITs have pros and cons, so always be to to discuss the establishment of a trust with an estate lawyer or experienced financial adviser.

Since Federal Estate Taxes can easily take between 37 % to 55 % of a person's estate at the time of their passing, it definitely pays to plan with your attorney and financial advEstate Taxes can easily take between 37 % to 55 % of a person's estate at the time of their passing, it definitely pays to plan with your attorney and financial advestate at the time of their passing, it definitely pays to plan with your attorney and financial advisers.

«Most slips and falls are caused by man - made errors that can be eliminated with proper care and training,» says Bob Miata, president of Consolidated Risk Service Inc. of West Hampstead, N.Y., a safety adviser to many large real estate management companies.

For many real estate advisers and property professionals, the number of solicitations they receive may very well correlate with the amount of free, online content that they produce.

She's a licensed psychotherapist, a business adviser, and a national trainer who has worked with real estate professionals since 1979.

Her tax adviser referred her to a real estate agent with short - sale experience, who brought in an investment group.

(Bloomberg)-- Cushman & Wakefield Inc., the century - old real estate brokerage giant backed by private equity firm TPG, is interviewing advisers to help take the company public, according to people familiar with the matter.

President Barack Obama's top advisers met Monday with real estate industry groups to try to break the stalemate over approving Rep. Mel Watt (D-N.C.)

If you invest in real estate, you'll reap the financial rewards and become a more credible adviser to your clients, says Tom Cain, broker with RE / MAX Realty Associates in Champaign, Ill..

Before joining the academy, Dr. Larson had a 25 - year career as an attorney, business adviser, and business executive with a national reputation for serving the real estate vertical.

As it relates to asset protection strategies, think of the work you do with a legal adviser who, upon considering factors such as net worth, estate planning issues and taxation will offer advice regarding entity and ownership issues.

Intercontinental Real Estate Corporation is an SEC registered investment adviser and real estate operating company with expertise in real estate investment, development, construction management and asset managEstate Corporation is an SEC registered investment adviser and real estate operating company with expertise in real estate investment, development, construction management and asset managestate operating company with expertise in real estate investment, development, construction management and asset managestate investment, development, construction management and asset management.

«That market is smaller and more competitive,» says Joseph French, senior investment adviser with commercial real estate adviser Sperry Van Ness in White Plains, N.Y. «Not that many malls come available.»