Tuesday, August 25th, 2020

2:00 PM ()
Family Office Real Estate Update

• Please scroll down to view recording. The family office industry has faced unprecedented challenges over the course of the last five months.  As we adjust to a new normal, many family office investors begin to shift off their back foot and into a more offensive investment approach.  Join us on August 25th for IMN’s Family Office Real Estate Webcast Series: Opportunities and Risks for Family Office Real Estate Investors.
  
  

Sponsored by:

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2:00 PM ()
Cash Retention Strategies for Family Offices and Real Estate Investors

• Cash is king, more so now than ever.  We will discuss strategies and opportunities related to cash retention as provided by recent tax legislation including the CARES Act and the TCJA.  Many provisions in the recent tax law are taxpayer friendly, if you know how to identify, interpret and implement the opportunities.  MS Consultants has been working with clients nationwide for over 20 years, providing them with maximum savings with the tax tools available.  We will explain how you can save as well.
  
  

  • Jeff Hiatt, Director of Business Development (MS Consultants, LLC)
  • Kyle Young, Director (MS Consultants, LLC)

2:20 PM ()
Family Office Opportunities and Risks in Real Estate

• • From a family office and wealth management lens, what is the state of the real estate market?
  • How are family office investment strategies shifting?
  • Which sectors are struggling, and which are positioned for success?
  • Should family office investors reevaluate their portfolio allocations moving into 2021?
  • Are you seeing global opportunities for family office investors?

  
  
  

  • Biff Pusey, Jr., Partner (Kimble Advisory)
  • Alex Bhathal, Managing Partner (RevOZ Capital)
  • Ellie Perlman, Managing Partner (Blue Lake Capital)
  • Peter Powers, VP of Acquistions (MPI Family Office)
  • Scott Barnum, Managing Director (Ravinia Capital Group)

3:00 PM ()
Conclusion of Family Office Real Estate Update Webcast

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