BRAUN INTERNATIONAL REAL ESTATE PLANNING SERVICES

is prepared to help preempt complications in the form of real property asset management, repurpose, sale or allocation. Trillions of dollars will transition from the Baby Boomer generation to a related beneficiary or designated recipient over the next ten years and Braun International is positioned to help this transition.

Legacy Asset Management & Transition of Wealth

In the United States alone, an estimated $59 trillion in assets will pass from Baby Boomers to adult children through 2061. At the peak, between 2031 and 2045, 10 percent of the total wealth in the United States will change hands every five years. In response, Braun International has expanded its services to help manage challenges presented by the biggest transfer of wealth in the nation’s history.

  • Assets are generally of significant value

  • Assets often held or owned for a substantial period

  • Many times assets are vulnerable to acrimony or other negative consequences

  • Assets carry various tax consequences resulting from transition

  • Assets have various complications associated with them

Market Metrics

0T
In Assets

will pass from Baby Boomers to adult children through 2061.

0%
Total Wealth

in the United States will change hands every five years.

0
Phase Process

to create a clear path to allow the Legacy Portfolio to meet the aspirations of the stakeholders.

Braun International has implemented and refined a four phase process to create a clear path to allow the Portfolio to meet the aspirations of the owners.

Through our prior work with families and partnerships, our four phase process has helped owners, and their professional advisors, deal with critical issues involving their Portfolio.

The first three services are defined by a separate fixed fee and each segment is independent of one another. The fourth phase is based on market rate fees for the intended implementation.

Our Four Phase Process

Braun International with other professionals (Trust departments, CPAs, Business Management Firms) provide unique knowledge experts in real estate. Through this expertise, we provide real time resources for dealing with complicated portfolio issues.

  • PLANNING AND WEALTH ANALYSIS
    Phase I creates a Portfolio Assessment, which is presented to the advisors and owners. This analysis includes an in depth property by property analysis which will include market value assessment, income distribution and stabilization analysis, recapitalization analysis, and 1031 Exchange opportunity.
  • DISCUSS GOALS & DESIRED OUTCOMES
    Phase II creates a summary of Goals & Desired Outcomes, which is presented to the advisors and owners.
  • DEVELOP LEGACY ASSET TRANSFER PLAN
    We will determine which property the family would like to gift.
  • IMPLEMENTATION OF REAL ESTATE STRATEGIES
    Aspirations of the stakeholders are carried out in the absence of acrimony or value diminution