Forbes Article on Appreciated Real Estate Features Cerity Partners

Forbes recently published an article on appreciated real estate featuring commentary by Salvatore Russo, Partner, and Steve Williams, Partner and Chief Client Officer. Below is an excerpt:

Owning a home or investment property that increased in value used to present a relatively straightforward decision: hold onto it or sell and pay the taxes.

But today, investors have an expanding toolkit of strategies that can help them manage taxes, generate liquidity and more closely align real estate decisions with their broader financial goals.

The market has “shifted from ‘sell and pay the tax’ to ‘defer, diversify or transfer strategically,’” says Steve Williams, partner and chief client officer at Cerity Partners, a wealth management firm serving high-net-worth individuals, families and institutions.