Business owners and real estate investors often think they don’t need a financial advisor. Here’s why they shouldn’t try to go it alone.

It’s common for real estate investors and owners of privately held businesses to reject the idea of retaining a financial advisor. What could the engagement possibly offer these money-savvy professionals that they don’t already know? It’s just an unnecessary investment of time and money without any real payoff, or so the rationale tends to go, supported by thoughts like:

• “I have great rental income from my properties.”

• “My business gives me a 25% annual return. Why invest in marketable

  • “I’ll just give my family my properties. It’s a large portfolio and they will be grateful.”

That kind of thinking is rational, but it’s dead wrong. Far too often this approach leads to unforeseen problems for owners/investors as well as their families.

More Engaged, More Informed, But …

Admittedly, there’s more than a psychological difference between financial assets that you can feel, smell and touch versus a portfolio of intangible stocks where the only thing you have are account statements. More engaged almost invariably means more informed; entrepreneurs and those active in real estate already know that their best ROI comes from reinvesting dollars back into the business—and may even have a better understanding than an advisor of how to target that reinvestment for maximum return.

Despite all that engagement and business acumen, both business owners and real estate investors need professional financial advisory services for two important reasons. First, while they have an understandable bias toward assets over which they have a sense of control, their blind spot is typically the diversification of assets.

Asset Diversification

When one asset class is such a strong focus in your life and pays off so handsomely, it’s hard to think of diverting resources anywhere else. And yet, it’s critical to “skim the cream off the milk” annually to establish a diverse asset base outside the business or real estate holdings. Having guaranteed assets as well as marketable securities builds other pockets of money that can play an essential role during bad times for the business or real estate slumps.


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