--- title: Case Studies --- - Client Portal [![Gold-Logo-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/?hsLang=en) [![Wealthstone-logo-gold](https://www.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://www.wealthstonegroup.com/?hsLang=en) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) # CASE STUDIES ## Real estate decisions. ## A broader wealth perspective. Explore how investors and families approach property sales, tax deferral and the next chapter of their real estate wealth.  ![Describe your image](https://f.hubspotusercontent20.net/hub/273774/hubfs/act3/images/sample-suzpg.jpg?width=400&height=296&name=sample-suzpg.jpg) ### Planning Beyond a $9.4 Million Family Property Sale How one family achieved full tax deferral while simplifying ownership and planning for the nextgeneration. [Planning Beyond a $9.4 Million Family Property Sale](https://www.wealthstonegroup.com/planning-beyond-a-9.4-million-family-property-sale?hsLang=en) ![Describe your image](https://f.hubspotusercontent20.net/hub/273774/hubfs/act3/images/sample-mcqne.jpg?width=400&height=296&name=sample-mcqne.jpg) ### Building a Portfolio After a $16 Million Property Sale How one investor combined direct and passive real estate pursue income, preserve capital and retire from active management. [Building a Portfolio After a $16 Million Property Sale](https://www.hubspot.com/) ![Describe your image](https://f.hubspotusercontent20.net/hub/273774/hubfs/act3/images/sample-cwfdn.jpg?width=400&height=296&name=sample-cwfdn.jpg) ### Balancing Tax Deferral and a Family's Need for Cash Planing around two property sales, income needs and the family's broader financial priorities. [Balancing Tax Deferral and a Family's Need for Cash](https://www.hubspot.com/) ![Describe your image](https://f.hubspotusercontent20.net/hub/273774/hubfs/act3/images/sample-cwfdn.jpg?width=400&height=296&name=sample-cwfdn.jpg) ### When a Direct Property Purchase Changes Course How concerns uncovered during due diligence led an investor to consider two passive replacement investments. [When a Direct Property Purchase Changes Course](https://www.hubspot.com/) ![Wealthstone-Logo-GoldWhite-2-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=50&height=50&name=Wealthstone-Logo-GoldWhite-2-1.png) Wealthstone Group is a wealth management firm focused on providing investment and financial guidance for successful business owners, real estate investors and affluent individuals. [Real Estate](https://www.wealthstonegroup.com/real-estate?hsLang=en) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges?hsLang=en) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges?hsLang=en) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges?hsLang=en) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts?hsLang=en) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones?hsLang=en) - [Private Real Estate](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments?hsLang=en) [Wealth Management](https://www.wealthstonegroup.com/services?hsLang=en) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management?hsLang=en) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments?hsLang=en) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income?hsLang=en) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation?hsLang=en) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation?hsLang=en) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops?hsLang=en) Resources - [Insights](https://blog.wealthstonegroup.com/insights?hsLang=en) - [Commentary](https://blog.wealthstonegroup.com/commentary?hsLang=en) - [Library](https://www.wealthstonegroup.com/library?hsLang=en) - [Events](https://blog.wealthstonegroup.com/events?hsLang=en) - [Videos](https://www.wealthstonegroup.com/videos?hsLang=en) Company - [About](https://www.wealthstonegroup.com/about?hsLang=en) - [Contact](https://www.wealthstonegroup.com/contact?hsLang=en) - [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Wealthstone Group and Arkadios are not affiliated through any ownership. Check the background of this firm/advisor on [FINRA’s BrokerCheck](https://d5fymz04.na1.hs-sales-engage.com/Ctc/5H+23284/d5fYmz04/JkM2-6qcW6N1vHY6lZ3mYN4pK6WlBkpFCW7v0sYg2_wv5_W7ZC5_p9lMpV9N2mLYb3b1Kt3W19_SZt6-rMHvW8_x-wq4sYh1TW4XJbzr2-1sSdVL3HsH3txppfW1K-Z1Q56Lnk2W3s3crW4kSJHHW6241wl4TBfLgW4z17F_4Rzl4pVgZ43M7sNPmVN4mVB-08Rc3zW828Gqx6r8n-YW21lDn24045sWW3wDlGS3pQbHvW1p_B9Z2DSvXwW5mgq3g7XcLCGW6KxHb21y0S0CW39tHnF3KF-sqW72ntxK15y1kXf3wyRhz04). Copyright © 2026 Wealthstone Group. 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