Partnering with WiseInvest®: Turning Real Estate Wins Into Long-Term Wealth for Your Business Owner Clients
You help business owners make some of the biggest financial moves of their lives—buying, selling, or investing in real estate. At WiseInvest®, we step in after the deal to help them protect those assets, plan their next steps, and align their wealth with their bigger vision. Together, we turn property transactions into strategic wealth-building opportunities.
How We Help Your Clients
Once the property is secured, we help your clients make smart, intentional decisions about what comes next—financially, legally, and generationally.
Financial Planning Beyond the Property
- Align real estate decisions with tax, investment, and retirement strategies
- Coordinate with accountants and lawyers for integrated advice
- Use holding companies or corporate structures efficiently for real estate investments
Insurance Strategies That Protect More Than Just the Mortgage
- Offer tailored life and disability insurance beyond basic mortgage insurance
- Use personally or corporately owned policies for tax-efficient protection
- Help business owners protect both real estate and operating companies
Building a Broader Financial Foundation
- Guide clients through long-term planning for retirement, education, and legacy
- Support business growth with investment and risk strategies
- Build tax-efficient income from real estate and other assets
Business Risk and Talent Planning
- Protect key personnel and partnerships through corporate insurance
- Fund buy-sell agreements and succession plans
- Help real estate investors retain teams through group benefits and incentives
Trust Planning Grounded in Real-World Strategy
Many real estate clients are told they “should” have a trust—but they’re rarely sure why. At WiseInvest®, we help clients evaluate whether a trust makes sense based on their goals, assets, and family situation.
Because we spend more time with clients than most professionals, we’re uniquely positioned to uncover what truly matters and help align trust strategies accordingly.
- Clarify whether real estate assets should be held in trust or personally
- Coordinate trust planning with legal and tax advisors only when it adds value
- Ensure clients move forward with structure only if it supports their goals—not just because they were told to
How You Benefit as a Realtor Partner:
- Be the connector who helps your clients think strategically about their wealth
- Stand out by going beyond the sale and offering long-term financial value
- We refer clients back to trusted Realtors when they’re ready to buy, sell, or invest again
When to Refer a Client to Us:
- They’ve bought or sold and don’t have a plan for what’s next financially
- They’re business owners using real estate as a wealth-building strategy
- They’re exploring holding companies, rental portfolios, or corporate structures
- They want to protect their real estate assets and plan for succession or legacy
- They’re unsure how their real estate fits into their long-term financial picture
Let’s Make It Easy
Once we finalize our partnership, your team will receive login credentials to refer clients through our website. We’ll provide expert financial planning while you continue to lead your clients through their real estate journey.