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/