Meeting/Event Information

Serving Fiduciaries & Ultra-High-Net-Worth Real Estate Families

Please join the Southern California CCIM Chapter for our September Lunch & Learn featuring Peter G. Lawson, CCIM and Jeffrey A. Gould, CCIM, CPM, LEED AP:

Serving Fiduciaries & Ultra-High-Net-Worth Real Estate Families
How CCIM Designees Add Strategic Value Beyond the Transaction

Ultra-high-net-worth real estate families and fiduciary-managed portfolios represent some of the most sophisticated and long-term owners of commercial real estate. These clients need more than brokers—they need strategic advisors who can help defend investment decisions, navigate governance structures, analyze complex scenarios, and align real estate strategy with generational wealth objectives.

During this two-hour session, Peter and Jeffrey will explore how the CCIM analytical framework uniquely positions designees and candidates to serve this specialized market.

Attendees will learn about:

• The unique dynamics of UHNW real estate families and fiduciary-managed portfolios
• How governance structures influence liquidity, leverage, and risk tolerance
• How IRR, NPV, leverage analysis, and feasibility tools support fiduciary decision-making
• When to finance, how much to finance, and how to evaluate hold vs. sell vs. exchange scenarios
• How to position yourself as a long-term steward of generational real estate wealth

This program will demonstrate how CCIM tools apply directly to fiduciary and UHNW real estate decision-making.

Jeffrey A. Gould, CCIM, CPM, LEED AP

Jeff Gould is the Principal and Founder of Lineage Asset Advisors, a Los Angeles–based consulting, asset management, and transaction advisory firm serving multi-generational families, family offices, and family-owned businesses. With more than 21 years of experience, Jeff specializes in advising ultra-high-net-worth families on complex real estate portfolios, helping them navigate both property-level decisions and the nuanced dynamics of shared ownership, governance, and generational transitions. He is a past President (2025) of the CCIM Greater Los Angeles Chapter and currently serves as Co-Chair of the CCIM GLA Fiduciary Committee.

Jeff is also Co-Instructor for the CCIM Ward Course focused on working with fiduciaries and ultra-high-net-worth families that own real estate, where he shares practical insights drawn from decades of advising some of the country’s largest private real estate owners. His expertise spans asset strategy, value-add and redevelopment, sustainability, and long-term portfolio planning. Jeff holds the CCIM, CPM, and LEED AP designations, is a California licensed broker, and earned his undergraduate degree in Real Estate Finance from the USC Marshall School of Business. He lives in Los Angeles County with his wife and two children.

Peter G. Lawson, CCIM

Peter G. Lawson, a retired real estate asset and property management professional, garnered his skills and experience over nearly 40 years working for two major U.S. banks and a Beverly Hills-based real estate investment company. During his professional career, he earned the designations of CPM, CCIM, and CIPS to enhance his skills and capabilities to better serve the numerous private trusts, high net worth families, and charitable foundation clients in the dynamics of managing investment real estate holdings as an integral part of their diversified long-term asset strategies.

His dedication to advancing real estate professionals included serving on the board of the Los Angeles Chapter of IREM, concluding as Chapter President in 1999; serving on the Los Angeles CCIM Chapter Board; and membership in the National Trust Real Estate Association.

Since retirement in 2016, Mr. Lawson has continued to serve in various positions as a board member of a national nonprofit, a private charitable foundation, and other family-based 501(c) (3)s.

His dedication to supporting our real estate community is now extended to providing real estate professionals with insight into the unique and rewarding business potential of fiduciary-based investors as clients.

NBAOR is not a sponsor of, nor associated with the event.

By registering for this event, you consent to the use of your photograph on social media platforms and acknowledge that your details may be shared with our event sponsors. If you have any concerns or objections to this, please contact us before registering.