Family-owned Real Estate

Family-owned real estate ventures can offer enormous benefits—or, if not managed proactively, they can be a tinderbox for conflict.

Continuity’s specialized services help real estate families evaluate opportunities within the context of your family enterprise. With expertise in diverse aspects of real estate investment and management, and the family dynamics at play, Continuity can help you anticipate and avoid potential landmines unique to families managing real estate holdings.

How We Can Help

Analyze Ownership and Holdings

We review shareholder agreements and assess holdings.

Build the Infrastructure

We develop organizing structures and recruit outside experts as needed.

Manage Conflict/Discord

We address stakeholder expectations and help them align on a shared vision.

Evaluate Financials and Opportunity

We evaluate the company’s financial health and highest and best use of property.

Cultivate Leadership

We help the next generation develop their skills and the business plan for transitions.

Augment Your Success and Plan for the Future

Real estate can allow flexible options for managing, protecting, or transferring assets—but success is far from guaranteed. Many families enter into the real estate business without understanding its complexity and fail to maximize the benefits of their investments.

Successful ownership requires specialized knowledge, appropriate attention, and the ability to anticipate the market to keep properties near their highest and best use.

Continuity helps families unpack the options, potential benefits, and potential risks, to help you make smart decisions about managing real estate holdings.

“Managing real estate is an ongoing but slow-motion process. It’s an ocean liner, not a speed boat. Failure to actively manage it and do long-term planning can be disastrous. You cannot make a quick correction.”
– Blair Trippe, Managing Partner

Read our white paper on family-owned real estate.

About Us

Since 2003, Continuity Family Business Consulting has helped families around the world build connected, intentional and productive futures. Headquartered in Boston, our advisors offer extensive experience and training in business, family systems, and conflict management.

We know how to effectively integrate the expertise of estate planners, CPAs, key non-family executives, and family business stakeholders – both in and out of the business – to produce plans that work as well for the business as they do for the family.