Family Office

Building wealth through property

Second-generation client · post-business-exit

G2 client - sold family business.

$50MProperty acquisition mandate

Referrer: Family Office.
Deal size: Mandate to purchase $50m in property over the coming years.
$25m debt and $25m cash.
Challenge: Recently sold family business and no more trading income.
Multiple asset types (industrial, residential and commercial).
Reliance on investment income (future income flow).
Strategy: Use of lease income in isolation on some asset types
Acceptance to rely on future investment income based on family office investment portfolio.
Work with advisor on future transactions.

How it came together

We formed part of the advice team with the Family Office as part of their investment mandate.

We discussed all proposals with the advisor first, then met the client together to ensure alignment and strengthen the relationship.

Client details are withheld by agreement. Figures are from the engagement.

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