Corporate Clients & Family Offices

We develop real estate strategies aligned with broader business objectives. This includes determining the role individual properties should play within the business, how they should be held and used, and which assets should be retained, repositioned, or disposed of. Instruments such as sale-and-leaseback can help release capital, increase financial flexibility, and direct resources more deliberately towards the core business.

Structured portfolio analyses provide transparency on performance, risks, capital requirements, and strategic options. They form the basis for well-informed decisions on capital allocation and the long-term positioning of the portfolio, while taking account of the company’s specific context, from operational requirements to market and industry dynamics.

The organisational setup of the real estate function forms another part of our advisory work. This includes determining which capabilities should be retained internally and which services are best provided by specialised external partners, as well as how responsibilities and decision-making processes should be structured. We support the selection of external partners through structured tender processes, with a focus on quality, reliability, and efficient execution.

Transaction execution can form part of the agreed strategy. Our role is to place real estate decisions within the broader business context and align them with the company’s long-term operational and financial priorities.

Real estate often represents a significant component of family wealth. It can provide stability, generate recurring income, and contribute to long-term wealth creation. What matters is that its role remains aligned with the family’s objectives, investment strategy, and governance structures.

Our work therefore begins with a clear understanding of the owners’ long-term objectives, priorities, and circumstances. Alongside financial considerations, this includes governance, succession, decision-making structures, and the intended investment horizon.

We support structured dialogue between owners, the family office, and other advisers, creating a robust framework for long-term real estate decisions, from the strategic positioning of the portfolio to governance and succession matters.

Our advice covers portfolio strategy, allocation, diversification, and structuring, as well as the ongoing management and development of individual assets. This includes performance analysis, capital planning, repositioning strategies, and the selective acquisition or disposal of residential and commercial properties.

Working closely with clients and their advisers, we bring an independent perspective to these decisions and help ensure that strategic direction, capital allocation, and execution remain aligned.

Continuity, discretion, and a long-term ownership perspective shape our approach. Our role is to support decisions that preserve capital, strengthen portfolio quality, and maintain strategic options over the long term.