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Trusts & Estates

The broad, interdisciplinary valuation expertise of Cushman & Wakefield’s Trusts & Estates team offers a one-stop solution for our clients.

Working with our nationwide group of state-licensed real estate appraisers, our business valuation professionals assist attorneys and accountants with estate, gifting (i.e., discount studies on minority LLC/LP or TIC interests) and succession plans for their clients.

Our professionals also have significant tax-related valuation experience in appraisal of closely held businesses and commercial real estate, including non-cash charitable donation valuations of commercial real estate. Stakeholders include minority/majority shareholders, federal and state regulatory agencies, REITs, real property investors and partnerships. Cushman & Wakefield professionals have defended stakeholders' opinions against challenges by tax authorities and, when needed, have provided litigation support services in such situations. 

In addition to Designated Members of the Appraisal Institute (MAIs) real estate valuers, our business valuation experts are highly credentialed as well, together creating an experienced, integrated valuation team. 

Our business valuation experts have valued hundreds of business entities in a variety of industries. They have deep experience analyzing partnership/operating agreements and application of appropriate entity-level discounts for operating entities, limited partnerships and limited liability companies.

CAPABILITIES

  • People – Highly qualified, with deep technical capabilities and project management skills. Practice leaders have rich expertise in providing services that meet the expectations of IRS examination. We offer powerful work products developed for IRS examination scrutiny, supported by our real-time market intelligence from brokerage and property management services.
  • Approach – A one-stop approach where real estate and business valuation teams collaborate. Since all valuation teams are in-house, clients save time and resources with only one point of contact.
  • Expertise – A nationwide breadth of appraisal experts capable of appraising real estate, businesses and holding companies. Our deep bench of local experts provides clients with minimized travel costs.
  • Portfolio Valuation – Portfolio-owning clients facing potential IRS audits have a single point of contact and consistency of work product. We specialize in large multi-property portfolios and minority/fractional interest/operating entity portfolios.
 

Meet the Team

Beau Cantera Philadelphia Valuation & Advisory
Beau Cantera

Senior Director
Philadelphia, United States


+1 (215) 963-4093

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Judson Cline Sacramento Valuation
Judson Cline

Executive Director
Costa Mesa, United States


+1 (916) 473-7396

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Adam Dembowitz (image)
Adam Dembowitz

Client Relationship & Quality Assurance Manager
Denver, United States


+1 (213) 955-6405 x376405

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Tyler-Dustman
Tyler Dustman

Director
Utah, United States


+1 (435) 575-5646

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Steve Henry
Steve Henry

Executive Managing Director - Market Lead
Los Angeles, United States


+1 (949) 930-9211

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Philip Jones Phoenix Appraiser
Phil Jones

Managing Director
Phoenix, United States


+1 (213) 9556478

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Rob Maloney
Robert Maloney

Executive Director
Boston, United States


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John McMann Atlanta Valuation Machinery and Equipment
John McMann

Executive Director
Atlanta, United States


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Mark Nakleh Headshot
Marc Nakleh

Executive Director
New York, United States


+1 (212) 6985606

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Steve-Persi
Steve Persi

Associate Director
Phoenix, United States


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Christin-Phillips
Christin Phillips

Senior Director
Philadelphia, United States


+1 (215) 9634036

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Ashleigh-Thoman-2019-Head-Shot-A
Ashleigh Thoman

Senior Director
San Francisco, United States


+1 (415) 2289120

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Craig-Tilson
Craig Tilson

Sr. Director
Los Angeles, United States


+1 (213) 955-6441 x376441

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