Exeter Real Estate Blog

Wealth and Legacy Planning for Real Estate

Today’s real estate owners and investors are faced with unprecedented challenges, especially when transferring their real estate investment portfolio to future generations either through outright gifts or via inheritance at death.

A recent study by nationally recognized family wealth consultants Roy Williams and Vic Preisser indicates that 70% of financially successful families fail to pass their businesses and wealth to even one (1) generation.  Much of this failure comes from a breakdown of trust and communication within and/or between the family unit or a failure to adequately prepare their heirs to receive and effective deal with the inheritance.

Exeter is committed to helping successful real estate owners and investors 'pass forward' their success in real estate along with their core values, morals, ethics and virtues that created their wealth in the first place. 

In order to accomplished this, Exeter has partnered with The Center for Wealth & Legacy Studies to bring together a diversity of experience and professional backgrounds to identify and address the wealth and legacy planning issues facing each and every family today that is in some way involved in real estate ownership or investment. Our goals are to instill hope and provide a specific roadmap for continued success throughout the generations to come.

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