A virtual event last week brought together ultra-high-net-worth individuals, family office staff/members and investors to discuss commercial real estate trends.

Tripp discusses why investors should be looking at more real estate options and which properties might offer lucrative returns.

The best way to protect Opportunity Zone investors’ funds, their tax benefits, and their loyalty is through verifiable oversight.

Introducing retail investors to new diversification opportunities.

Understanding this shift and its impact is key for wealth managers.