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A family business’s ethos is ingrained in the next generation from a very young age. However, the patriarch’s unrelated investments often are foreign to them – rarely discussed or understood. Without careful records and a focus on education and transition planning...
Alternative Investments: Lot-Leased Manufactured Housing
In today’s investment environment, portfolios demand diversification, durability, and inflation protection. Real estate has long served this role, but within it, lot-leased manufactured housing communities (MHCs) offer distinct advantages. For family offices and RIAs...
