Information
What we do for families
Asset classes, mandates, expertise
We are skilled investors in all asset classes such as residential, commercial, office, retail, logistics, hotel or project development. At the same time we offer strong expertise in trusts (Stiftungen) as well as equity investments, mezzanine capital and private wealth financing solutions. We typically serve as right hand and “firewall” for other families and UHNWI. Example services and expertise that we offer in our family network are:
- building up a real estate portfolio out of a family business context – from zero, or restructuring it
- finding attractive yielding properties that diversify the main business
- orientation and sharing views and strategies with other like-minded investors and families in a complex market environment
- sourcing unique properties, may it be for a new digital headquarter or a private museum
- succession and heritage planning related to real estate
- asset protection strategies related to real estate
- discrete sales of individual or complex real estate fortunes to other families and UHNWI
- equity and mezzanine investments held in real estate
- financing solutions for families, their family offices and other UHNWI
- finding other families as club deal partners
- access to experts from the scene and network (taxation, law, personnel, due diligence, trusts etc.)
- solutions for the management and optimization of real estate portfolios with an UHNWI background