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Register for the Webinar

Effective Family Offices & Real Estate Strategies

August 19, 2025 | 1 PM ET

Featured Speakers

Jim Lockhart
Jim Lockhart

Tax Partner | Real Estate
Aprio

Jason Michaels
Jason Michaels

Family Office Services Leader|| Partner
Aprio

Nate Reichard
Nate Reichard

Founder and CEO
Reichard Capital

Family offices are playing a growing role in shaping real estate investment and multigenerational wealth strategies. Join this exclusive webinar to uncover the distinct advantages of single family office, multi-family office, and outsourced/virtual family office. Gain actionable insights into optimizing real estate structures and preparing for seamless wealth transfer across generations.

Learning Objectives:

  • Determine how different family office structures work to identify the model and services that best align with your family’s goals.
  • Discover how a family office structure can enhance real estate investment outcomes through greater control, improved capital access, and strategic collaboration.
  • Prepare for intergenerational wealth transfer using legal and structural tools to support smooth and strategic transitions.
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“Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.

Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

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