Cohen Financial specializes in helping clients with middle-market asset portfolios – both private investors and real estate operating companies – preserve wealth through our strategic and financial advisory services. Our experts provide invaluable market knowledge in advising clients on how to create strategies that maximize value, address capitalization issues, and plan for change.
 
Do you want to grow your portfolio significantly beyond your existing capital base? We can plan for and help raise third-party capital – equity, mezzanine and/or debt – to help you expand your business.
 
Are you looking to diversify your substantial real estate net worth in a tax-efficient manner? We can evaluate alternative strategies that will maximize value and diversification on an after-tax basis.
 
Is your company in the middle of dramatic industry, market, or organizational change (perhaps you are overleveraged or facing liquidity issues)? We can chart a course that preserves your investments and manages the transactions necessary to stabilize your business.
 
Cohen Financial associates have the demonstrated ability to quickly understand complex situations and to source and close complex financial structures. See our advisory case studies for examples of how clients have benefited from our expertise.