Your Legacy Is Our Mission

The bridge between your real estate legacy and your family’s future.
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Preserving wealth for future generations
Preserving wealth for future generations
Minimizing legal and tax exposure
Minimizing legal and tax exposure
Aligning ownership with capability and interest
Aligning ownership with capability and interest
Protecting family relationships during a sensitive time
Protecting family relationships during a sensitive time
Succession Real Estate
About Us
The Succession Advantage
We are a Bay Area-based company specializing in succession planning for clients with property portfolios who want to preserve wealth and leave a legacy for generations to come. Succession Real Estate combines decades of experience in real estate investing, brokerage, and real estate law to help ensure your success in succession.