Once you have decided to acquire investment properties from First Guardian Group, whether it be traditional income properties, Delaware Statutory Trust properties, or investments in development projects, it is the start of a long-term relationship with our firm. Unlike many other financial advisors and real estate brokers, we are available to assist you throughout the full investment cycle in the following areas:
- Current status on your investments including prompt answers to questions you may have on periodic property reports
- Access to investor documentation
- Assistance with ownership transition matters
- Assistance with tax filings including a status of any pending liabilities
- Estate planning
Investment Status
In general, FGG investors are provided with monthly reports on the status of their investments including a summary of important property matters plus updated financial information. Periodic investment reports are developed either directly by FGG or through investment sponsors and typically sent out via email or hardcopy depending on the preferences of the investor. FGG personnel are available 7 x 24 to answer questions and we pride ourselves on our ability to promptly respond to 90%+ of investor inquiries within 24 hours.
Access to Investor Documentation
FGG maintains secure electronic records for all investors including subscription information, property reports, tax reporting status, ownership status, etc. Investors can access historical information by simply contacting us and we will either forward the requested information or provide answers to sought-after questions.
Assistance with Ownership Transition Matters
FGG can assist investors with ownership transition matters including upon death, divorce, sale, change of ownership entity, etc. As needed, FGG will work with the investor’s tax and legal advisors to assist in achieving the desired outcome – and be able to recommend other specialists if desired by the investor.
Assistance with Tax Filings
FGG will provide general assistance with state and federal tax filings including the status of any pending liabilities. While we cannot provide specific tax advice or act as a personal tax advisor, we can assist the investor’s personal tax and legal advisors on tax matters related to information that we have reported.
Estate Planning
During our 17+ year history, we have worked with thousands of investors and have gained insights on estate planning matters that we can share with interested investors including preferred forms of investment property ownership and processes for transferring interests to heirs upon the passing of the principal investor(s). We can act as a resource to the investor’s estate planning legal counsel and provide needed information regarding FGG investments that may be needed to prepare needed trust or other ownership documents or to assist in the future transfer of assets to heirs. We can also assist in obtaining future investment values that may be needed for tax and estate settlement purposes.
When investing with First Guardian Group, an investor is welcomed into our family of investors and can look forward to a long-term relationship with an experienced and skilled team to keep them abreast of the status of their investments while also assisting with new matters that may occur during the investment cycle.
For more information, please contact us at 408 392-8822 or via email at info@FirstGuardianGroup.com
Your Comments :