by lineage | Aug 9, 2018 | In The News
Jeff Gould, Helm’s Bakery On Thursday, June 14th Lineage Asset Advisors and Inheriting Wisdom held the 2nd Legacy Property Series event which highlighted the iconic Helms Bakery property in Culver City. The event was graciously hosted by Wally Marks and Josh...
by lineage | Aug 8, 2018 | In The News
“In every conceivable manner, the family is link to our past, bridge to our future.” – Alex Haley I thought the above quote does a nice job of encapsulating the influence that time has on the “family dynamics”. In my work with multi-generational...
by lineage | Mar 23, 2018 | Speaking Engagements
WHAT: 2nd Legacy Property Series: Helms Bakery – Highlighting a 4th Generation Legacy Property WHEN: Thursday, June 14, 2018 DESCRIPTION: This is the second in an ongoing series of Legacy Properties. Please contact email hidden; JavaScript is required or call...
by lineage | Feb 14, 2018 | In The News
For 2018 we wanted to point out three macro trends in commercial real estate that are becoming increasingly relevant to our clients: Wealth Transfer – The wealth transfer “wave” is growing like a tsunami with trillions of US dollars are anticipated to be transferred...
by lineage | Feb 14, 2018 | In The News
A Legacy property is a real estate asset that has maintained its historical and/or cultural significance over multiple generations. It is a symbolic representation of not only the community for which it serves but also the storied history of family owners that have...
