Philosphy, Culture, Mission & Purpose
Our Clients...
- Provide our clients with a disciplined and collaborative approach to wealth building and estate planning activities, with an emphasis on investment real estate, to facilitate their financial and estate planning needs and requirements.
- Provide planning, management, contract administration and organization support services for our client’s current and future investment real estate and securities transactions.
- Serve as an educational forum for taxpayers and their professional consultants including accountants, attorneys, CPAs, real estate professionals, banking and finance professionals.
- Provide our clients with the best access we can to a non-biased, diversified offering of investment real estate, security, cash management and related investment vehicles and products.
Our Industry...
- Be active as an industry advocate for product and sponsor disclosure, compliance, due diligence, consumer education and legislative reform.
- Participate, on a national level, with the investment real estate, 1031
Exchange and financial planning industries.
- Form and maintain strategic alliances with industry and market segment
leaders.
- Promote education and knowledge about investment real estate and related financial matters for taxpayers and industry professionals through workshops, forums and expos.
Our Team...
- Maintain a team approach to the corporate structure for 1031ES.
- Provide compensation to 1031 team members based on individual productivity, personal team involvement and the earnings of 1031ES.
- Promote and foster client and team growth.
Our Community...
- Be active in the community with non-profit organizations that provide services to benefit children including the Foundation for the Children of the Californias.