Meet Lisa!
In this conversation, Zane interviews Lisa Hannah, a vice president at Berghof Realty Corporation, specializing in estate transition and legacy planning for vineyard and winery owners.
They discuss the complexities of wealth transfer, the role of women in real estate, and the importance of education and mentorship in navigating these challenges. Lisa shares her diverse career journey, insights on the changing landscape of real estate, and the necessity of having difficult conversations about family assets.
The discussion emphasizes the need for more women in decision-making roles and the impact of generational wealth transfer on the future of real estate ownership.
Takeaways
- Estate transition is a complex and personal journey.
- Women are increasingly becoming key players in real estate ownership. - The greatest transfer of wealth is currently happening.
- Education and empowerment are crucial for women inheriting properties.
- Many families are unprepared for the transfer of wealth.
- Mentorship plays a vital role in career development.
- Difficult conversations about assets should happen early.
- Commercial real estate is still male-dominated.
- The landscape of real estate is changing rapidly.
Sound Bites
"We are in a revolution of change."
"You can't mediate your own life."
"We need to have the hard conversations."
Chapters
00:00 Navigating Estate Transitions in the Wine Industry
04:58 Lisa's Journey: From Wall Street to Real Estate
11:12 The Gender Disparity in Real Estate Investment
16:59 Understanding the Commercial Real Estate Landscape
23:39 Preparing for the Great Transfer of Wealth
31:18 The Changing Landscape of Urban Living
33:17 Navigating Family Wealth and Property
35:55 A Day in the Life of a Mediator
39:10 Finding Purpose in Mediation
41:11 Goals and Aspirations in Mediation
44:27 The Importance of Mentorship
46:54 Advice for Future Leaders
49:46 Personal Insights and Rapid Fire Questions
Connect with Lisa: LinkedIn personal - https://www.linkedin.com/in/lisahannah/
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