🏘️ Real Estate Wealth Isn’t Simple…And Your Planning Shouldn’t Be Either
Real estate has the potential to build long-term wealth, passive income, and a legacy that spans generations. But it also creates complexity that many traditional financial advisors simply aren’t equipped to handle.
If your wealth is built on properties — not just portfolios — you deserve a financial plan that integrates tax strategy, liquidity planning, asset protection, and multigenerational goals.
At Financial Planning By Design, we work with real estate families who’ve outgrown basic advice. Whether you're actively acquiring, managing existing holdings, or thinking about your exit strategy, we help you bring clarity to all the moving parts of your financial life.
💼 Why Real Estate Investors Need a Different Model
Most investment advisors aren’t familiar with:
1031 exchange timelines and reinvestment strategy
Qualified Opportunity Zones as an alternative capital gains strategy
Entity structuring that balances protection and flexibility
How to blend rental income, capital gains, and outside investments
What to consider when passing properties to the next generation
Our Virtual Family Office (VFO) model solves this. We don’t just “advise” — we coordinate your team, your strategy, and your long-term vision.
📥 Download the Real Estate Investor Blueprint
We’ve created a free resource for property-based investors like you.
It’s called the:
Blueprint for Real Estate Investors: Virtual Family Office Planning for Wealth, Legacy, and Liquidity
Inside, you’ll learn:
Common gaps that cost investors wealth and opportunity
What a coordinated strategy should include
A case study showing how missed planning created avoidable tax exposure
✨ You Don’t Need Another Advisor. You Need a Strategy.
If you’ve been feeling like your professionals aren’t talking to each other — or that no one sees the full picture — it might be time to build your personal CFO team.
Let’s talk about how our VFO model can help protect and elevate what you’ve built.
Penny Di Giovanna, CFP®, CDFA®
Founder & Wealth Manager
