Private Family Estates
With over 20 years experience in managing commercial, residential and rural assets in the UK, EMEA and internationally we have a good appreciation of the make up of private family estates. Combining separate family tax planning and investor appetite for risk we are able to execute multi-generational estate strategies.
Drawing on private client portfolio advice we are able to ensure a balanced approach is taken
• Advise on portfolio composition
• Create value through active and timely management
• Draw together advisers to execute portfolio strategy
Having managed large family estates we are able to help ensure effective asset management
• Identify assets and advise on strategy
• Assist with acquisition and funding
• Project manage multidisciplinary delivery team
Understanding the need for costs to be optimised in public and private estates.
• Assessment of business requirement
• Translation of business requirement to new asset platform
• Support in creating new occupational strategies