Passing the Torch, Preserving the Legacy
The bridge between your real estate legacy and your family’s future
You’ve spent decades building your real estate portfolio—finding the right properties, making the right moves, and putting in the hard work that helped it grow. Now it is time to consider the future. Will your children or heirs want to manage it? Will they have the skills, the time, or even the desire? And how can you pass it on without creating unnecessary tax burdens, legal issues, or family conflicts?
At Succession Real Estate, we help you answer those questions — and transform a lifetime of work into a legacy. With the combined expertise of a seasoned commercial broker, an experienced real estate attorney, and a national real estate investment executive, we create a clear, customized plan for transferring your portfolio that protects your wealth, honors your wishes, and gives the next generation the best possible start.
Our Purpose
Preserving wealth for future generations.
Minimizing legal and tax liabilities.
Aligning ownership with capability and interest.
Protecting family during sensitive times
Why Clients Retain Us
- Specialized focus on generational real estate transfers
- Multi-disciplinary competence: brokerage, legal, and investment
- Decades of expertise and proven results
- Founder-led, tailored guidance with precision, privacy, and unparalleled care
Succession Real Estate Fast Facts
Generational Transfer of Real Estate Portfolios
• Kirk McKinney
President and Managing Broker
• Leonard Rifkind
General Counsel
• Jeff Farnsworth
Director of Exchange and Investment Services
• Michael Passarelli
Director of Research and Operations
• Dirk Evenson
Director of Communications
Brokerage + Legal + Investment Expertise – All in One Firm with 50+ Years of Combined Experience and Hundreds of Millions in Portfolio Value
Multi-Property Real Estate Investors, Family Trusts, Estate Executors, Private Investors, Family Offices
Greater Bay Area and Select California Markets