SSL brings the same sophistication our institutional clients rely on to the personal real estate matters of individuals and families. We regularly assist clients with the acquisition, disposition, and development of residential and recreational properties many located in areas governed by complex and restrictive land use regulations, such as the California Coastal Zone, where navigating regulatory approval and community opposition requires both legal precision and practical judgment. We also advise individuals and families on strategies to enhance, protect, and transfer the value of their investment real estate holdings over time.

Our clients include leading Silicon Valley technology entrepreneurs and executives, venture capitalists, individuals with significant commercial real estate holdings, and family groups managing multigenerational inherited assets. We routinely coordinate with each client’s broader advisory team – wealth managers, family offices, accountants, and estate planning counsel – to ensure that real estate decisions align with each family’s long-term personal and financial objectives.

CAPABILITIES INCLUDE:

• Pre-acquisition due diligence
• Acquisition/disposition contract negotiation and closing
• Title insurance issues
• Financing
• Advice regarding and securing of development rights and approvals
• Review of contracts with construction and design professionals
• Real estate advice regarding and coordination of 1031 Exchanges