Structure & Protection
How you own a property matters as much as what you own.
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A luxury purchase is a major financial decision with legal, tax, and estate consequences that last for decades. Working alongside our legal, tax, and lending partners, we help clients choose the right ownership structure, protect their capital, and plan for the future from day one.
What’s included
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Legal guidance (through our real estate attorney)
Contract review, closing representation, title matters, and advice on ownership structures such as LLCs, trusts, and holding companies.
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Tax planning (through our CPA partner)
Guidance on property taxes, rental income, capital gains, and Florida homestead considerations. For international clients, this includes FIRPTA withholding and US estate tax exposure, which is often overlooked by foreign buyers.
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Asset protection strategies
Structuring ownership to separate personal and investment liability, coordinating umbrella insurance, and aligning the purchase with the client’s broader estate plan.
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Liquidity and leverage strategies
Through our credit partner, we help clients use their equity strategically, including HELOCs, cash-out refinancing, and portfolio lending, so their capital keeps working without selling the asset.
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1031 exchange coordination
For investors selling a property, we manage the exchange timeline end to end: identifying replacement properties within the 45-day window, coordinating with a qualified intermediary, and closing within 180 days so capital gains taxes are deferred.
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Coordinated advisory team
The client deals with one point of contact while the attorney, CPA, lender, and intermediary work together behind the scenes.
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Private Client Services
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The Ioni Group Real Estate Worldwide LLC is a licensed real estate brokerage. Legal, tax, lending, insurance, inspection and property-management services are provided by independent, appropriately licensed professionals, who are solely responsible for their advice and services. The Ioni Group does not provide legal, tax or financial advice and does not originate loans. Introductions to third-party providers are made for the client’s convenience, and clients are free to choose their own providers.