Lineage Asset Advisors
  • Home
  • About
  • Process
  • Proven Results
  • News
  • Registered Clients
  • Contact
Select Page
A Legacy Lives On: Best Practices in Real Estate Transition Planning

A Legacy Lives On: Best Practices in Real Estate Transition Planning

by Andy | Feb 1, 2024 | In The News

    At the time of this writing, Baby Boomers account for more than 44% of real estate wealth in the U.S., according to the Federal Reserve. By Jeffrey Gould, CCIM, CPM, LEED AP | Principal | Lineage Asset Advisors, Daniel Lorenzen, Esq. | Partner | Venable LLP For...

Our team at Lineage Asset Advisors is dedicated to the highest level of integrity and professionalism. We look forward to being a resource for you on commercial real estate related matters. Please feel free to contact us anytime with questions.

Jeff Gould
Principal | Founder

GET IN TOUCH

818-737-1088
info@lineageasset.com

OFFICE LOCATIONS

Lineage Asset Advisors, Inc.

5959 Topanga Canyon Blvd, Suite 220
Woodland Hills, CA 91367

BRE License #01437048

© Lineage Asset Advisors, Inc.