Real estate wealth management

Real estate wealth management

As an investor, you need careful management of your property portfolio to ensure tax efficiency. We can facilitate tax and estate planning, working closely with our private wealth team.

We also work with family trusts and offices, wealth managers, such as Rothschild and UBS, and pension funds to help manage property portfolios that generate income or funds for beneficiaries.

We assist in the transfer of assets or the liquidation of companies particularly overseas, for tax planning purposes.

We also advise on the acquisition of property in companies or trusts, and the extraction of properties owned in such entities (known as de-enveloping) to minimise tax liability or the operational cost of owning your property.