American Research & Management Co.

Multigenerational Wealth Management
Trust Management
Real Estate Assets
Family Businesses
Charitable Trusts
Private Foundations

Real Estate Assets

One of the key estate planning issues we address is the transference of illiquid real estate assets: a highly appreciated personal residence, vacation homes, rental properties, and farms or agricultural land. Strategies include creation of tax-advantaged Qualified Personal Residence Trusts, limited liability corporations or family limited partnerships that create a means to transfer assets to future generations, often at significant discounts to current value. We establish and manage these entities so they meet regulatory and tax standards.