Private Client Advisory
For individuals whose wealth is concentrated in real estate.
Many high net worth families hold most of their wealth in real estate, often across several entities and lenders. The holdings grew one deal at a time, and nobody has looked at the whole picture.
We help clients see their portfolio as a whole: what they own, what they owe, when it matures, and where leverage or liquidity can be put to better use. We work alongside the client's CPA and attorney, not in place of them.
What we cover
- Holdings review
- A clear inventory of properties, entities, debt, maturities, and guarantees.
- Portfolio leverage
- Where to add, reduce, or restructure debt across the portfolio.
- Liquidity planning
- Raising liquidity for a purchase, a transition, or estate planning without forced sales.
- Maturity management
- A calendar of upcoming maturities and rate resets, addressed well before they arrive.
Who it is for
- Individuals and families with significant real estate holdings
- Executives with concentrated wealth and real estate goals
- Families planning a generational transition
What you receive
- A portfolio map with debt and maturities
- Recommendations on leverage and liquidity
- Financing placed where it makes sense
- Ongoing coordination with your CPA and attorney
We do not provide tax or legal advice. We coordinate with your CPA and attorney on matters within their expertise.
Try the Loan Maturity Check