THE ULTIMATE
1031 EXCHANGE
GUIDE
1031 EXCHANGE
GUIDE
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Traditional wealth management focuses primarily on your stock and fixed income portfolios. But for many, real estate is a sizeable portion of your net worth. Shouldn’t it receive the same level of attention?
Bill has been Securities-licensed since 1989. He began his career with Oppenheimer & Company in 1990 and worked at a number of investment banking firms prior to establishing Kingsbury Capital Investment Advisors, LLC in 2007.
He graduated from Loyola University of Chicago with a degree in Economics and holds Series 7, 24, 63, and 65 licenses along with Life, Health & Variable Annuity licenses.
In early-2020, he began an affiliation with Cabot Lodge Securities, where he holds the Series 7, 24, 63 licenses along with Life, Health & Variable Annuity licenses. It was in partnership with Cabot Lodge where he launched the Ten31 Farms platform to leverage Cabot’s capabilities with regards to potential 1031 DST transactions.
Bill lives in the Chicago Metropolitan area with his wife and two kids
We specialize in 1031 exchanges into Delaware Statutory Trusts. These unique trusts allow you to transition from a hands-on property owner to a passive investor while retaining the tax benefits of real estate.
Our experience helps us make the 1031 exchange process a smooth one for you.
Since our founding in 2007, we strived to create a caring client experience that sets us apart from other firms. We provide a long-term view focused solely on assisting our clients in growing, protecting, and transferring their wealth. Below are just a few of the attributes that set us apart:
Financial Advisory Practice founded in 2007
Founder has over three decades of experiences in the Financial Services Industry
Along with financial planning and 1031 exchange strategies, Ten31 Farms also can provide full-service investment management. Our experienced wealth managers will help you diversify your assets and manage risk. We'll always look to keep your investments tax-efficient so that more of your money stays working for you.
As part of the process, we’re always here to answer questions and help you solve even the most challenging problems. For investment management clients, we’ll meet with you quarterly to help you stay on track with your goals. We proactively check in with you monthly as well, so we're available to address any immediate questions or needs. And, of course, there’s no extra charge for this comprehensive support.
We know you have many choices when it comes to financial advice. That’s why it's essential to find a firm that can help you make the most of your wealth.
