A core area of specialty at Council Financial & Insurance Services is working with Real Estate Owners and Developers. There are unique issues that arise when building intergenerational wealth with real estate assets. We have decades of practical experience in this arena and will help you understand and execute the appropriate strategies for your needs.

Neither New York Life Insurance Company, nor its agents, provides tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

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425 Market Street, Suite 1600
San Francisco, CA 94105

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