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Appraisal Management Appraisal Management

Services

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

Eric Garfield Los Angeles Valuation & Advisory
Eric Garfield

Executive Managing Director, Trusts & Estates
Los Angeles, United States


+1 (213) 955-6477

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Philip Jones Phoenix Appraiser
Phil Jones

Managing Director
Phoenix, United States


+1 (213) 9556478

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Eric Lewis New York Valuation
Eric Lewis

Executive Managing Director
New York, United States


+1 (212) 841-5964 x335964

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Jimmy Cook

Senior Director
Atlanta, United States


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

Executive Director
Costa Mesa, United States


+1 (415) 2289120

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Farrer_James_AMER_Jul2018_640x640
Jim Farrer

Executive Managing Director
Philadelphia, United States


+1 (215) 9634061

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Steve-Persi
Steve Persi

Director
Phoenix, United States


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Mark Nakleh Headshot
Marc Nakleh

Executive Director
New York, United States


+1 (212) 6985606

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John McMann Atlanta Valuation Machinery and Equipment
John McMann

Executive Director
Atlanta, United States


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James Oneil
James O'Neil

Executive Director
Tampa, United States


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Michael McNamara Boca Raton Appraiser
Michael McNamara

Executive Director
Boca Raton, United States


+1 (954) 958-0818 x310818

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David-Beshears
David Beshears

Executive Managing Director
Tampa, United States


+1 (813) 4657992

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Lister Rivera Miami Appraiser
Lister Rivera

Senior Director
Fort Lauderdale, United States


+1 (305) 3512454

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Julian Rondello (image)
Julian Rondello

Senior Director
Seattle, United States


+1 (360) 3061397

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Allison Marsales Toronto
Allison Marsales

President, Advisory, Canada
Toronto, Canada


+1 (416) 3592535

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