Acquiring
Acquiring commercial real estate, operating businesses, and or participations in ventures across jurisdictions can be a daunting task fraught with known and unknown risks. We bring to bear our institutional investment experience to mitigate the risks of the families we service.
Proprietary Origination
We strive to source high-conviction opportunities we understand, leveraging proprietary networks built over decades and looking at indirect acquisition pathways - through NPLs and or distressed sellers as an example - to secure the most attractive pricing possible for the families we represent.
Due Diligence
We conduct methodical and thorough due-diligence, in-line with institutional investment approaches, to ensure acquisitions are safe and well-understood by the families we represent. We always rely on local, trusted legal and technical advisors with proven track record to support our due-diligence efforts.
Structuring
Structuring can make or break an investment opportunity. We thoroughly plan acquisition structures to respond to 3 guiding principles: risk segregation, tax optimisation and financial efficiency.
Robust Ownership
We craft ownership structures that prevent asset / business risk cross-contamination and that provide long-term alignment of interests for all families invested and that of their managerial team and or operating partners.
Tax Optimisation
Whilst we endeavour to leave no stone unturned in mitigating tax expenses, all structuring is conducted with the absolute focus of complying with all legal requirements of the jurisdictions we invest in. The safety of our families' assets and their peace of mind is of paramount importance.
Operating
We provide operating solutions and transparent reporting to the families we service, rationalizing the time they spend on their investments and empowering them to live their lives.
Reliable Operations
When investments pursued by the families we represent prove to be operationally-intensive, we seek to provide management solutions - either ourselves if it falls within the realm of our abilities - or through carefully selected and vetted 3rd party operators.
Transparent Reporting
We pride ourselves on the level of transparency we aim to provide to the families we service. We strive to deliver them peace of mind through regular reporting that remains at all times understandable, reliable and comprehensive.