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IMN Real Estate Family Office & Private Wealth East Forum 2025

Russell Deakin, Founder and CIO of Aceana Group, had the privilege of speaking at the IMN Real Estate Family Office & Private Wealth East Forum, held at the Loews Coral Gables in Florida.

The panel focused on the growing role family offices are playing in shaping real estate investment and multi-generational wealth strategies, exploring key topics such as:

  • How a family office structure can enhance real estate outcomes through control, capital access, and collaboration

  • Preparing for intergenerational wealth transfer with the right legal and structural tools

  • Key family office trends in real estate

  • Strengthening planning and execution across generations

  • Leveraging the growth of private debt investment

A special thank you to our moderator Jim Lockhart (Real Estate Tax Partner, Aprio) and fellow panelists:

  • Jason Michaels – Family Office Tax Services Leader & Tax Partner, Aprio

  • Nate Reichard – Founder & CEO, Reichard Capital

  • Megan Ferris – Senior Associate, Day Pitney LLP

It was a meaningful discussion and a valuable opportunity to contribute to such an important conversation within the family office real estate community.