FOUNDATIONS AND FAMILY TRUSTS
Planning for your family’s future can be overwhelming. How can you pass on your real estate assets in a way that honors your life’s efforts and help those you love? Whom can you trust? Who has the proven experience to provide you with the expert advice you need. Whether you are planning you trust, helping to finance a major charity, or are responsible for managing a foundation, you need a competent and trusted advisor at your side.
At 3D strategies, we want to help you see those visions become a reality. We can help you to assess the value of your real estate assets, and drive revenue through innovative solutions for the properties that you already own – or plan to exchange and/or acquire in the future.
Founder / CEO
Cell Phone: 510.366.9931 (available 24/7)
BRE Lic# 00963281