Ep. 134 - Real Estate Finance Strategy, Reporting, and Risk for Family Offices
Description
Guest: Cory Bultinck – Partner, Wipfli LLP
In this episode of the Family Office Real Estate Institute Podcast, DJ Van Keuren speaks with Cory Bultinck, Partner at Wipfli LLP, about the vital role that accounting, reporting, and financial structure play in real estate investing for family offices. Cory shares insights gained from decades of working with ultra-high-net-worth families, uncovering how many offices unintentionally expose themselves to risk by underestimating the importance of proper financial systems.
The conversation explores common mistakes made in real estate accounting, why entity structuring is often neglected, and how families can better prepare for future transitions of wealth and asset ownership. Cory explains why internal controls and regular reporting are essential not just for compliance, but for protecting long-term legacy and maximizing returns. This episode offers practical advice for both newly formed and well-established family offices looking to bring more financial clarity and discipline to their real estate portfolios.
Learn more at www.fore.institute
United States
