Real Estate Portfolio Management For Families
OUR CLIENTS
OUR FAMILIES OWN COMMERCIAL REAL ESTATE BUT IT’S NOT THEIR PRIMARY BUSINESS
They own assets in Europe, North America, or both, and have an interest in growing and transferring wealth across multiple generations.
WE SET THE STRATEGIC DIRECTION AND OBJECTIVES OF THEIR NORTH AMERICAN PORTFOLIO
WE SETUP THEIR CANADIAN OPERATION IF NEEDED AND EXECUTE ON THE STRATEGY BY MANAGING THEIR ASSETS AND INVESTMENTS
WE FIND THE RIGH OPPORTUNITIES TO START OR COMPLEMENT THEIR PORTFOLIO AND OBJECTIVES
Complete Solution
Whether it’s an acquisition, disposition, new development, diversification or repurposing a building, we manage our clients’ portfolios based on their individual needs.
Independent
Independent, client focused real estate portfolio management tailored to serve each family according to their unique objectives.
Multifunction Team
We work with our team of experienced accountants, lawyers, property managers, realtors, builders, and other professionals to realize our families’ real estate investment goals.