Client had 5 primary goals:
1. Maximize and monetize value created in real estate investments
2. Reduce concentration risk and create a more liquid, diversified balance sheet
3. Shift asset mix from heavy active involvement to more passive
4. Build a sophisticated, institutional grade diversified portfolio
5. Create a steady income stream to meet spending needs and charitable wishes
Worked with client to create a long-term financial plan to fuel life passions and goals. Plan covered multiple aspects, beginning with strategic consulting on family’s real estate heavy balance sheet. Developed and implement a multi-year real estate monetization plan. Hired and coordinated outside professional real estate team which included a management company, attorneys, and property brokers. Implemented leasing plan designed to maximize current cash flow and lease term. Executed orderly sale process on selected assets. Simultaneously worked with client to design and implement a multi-asset class investment portfolio utilizing traditional and lower correlated alternative investments. Portfolio was designed with a focus on income and yield to fund living expenses, trust income beneficiaries, charitable gifting goals, and preserve wealth for future generations.
1. Discovery process to define long-term life goals
2. Created and executed on financial and investment plan, include
a. Real estate monetization strategy & plan
b. Cashflow planning
c. Income tax planning
d. Credit & loan optimization
3. Provided strategic advice to maximize the value of real estate assets via management, leasing, marketing, and sale execution
4. Executed on day-to-day real estate consulting
a. Leasing execution
b. Selecting and managing real estate professionals
c. Value add projects
d. Strategic positioning of assets for sale
e. Marketing properties
f. Contract negotiation
5. Designed and built a global, sophisticated, multi-asset class investment portfolio.
Replacing A Corporate Co-Trustee after Patriarch Passing
Converted to a best practice trust structure for a multi generational family that was seemingly locked in a captured trust arrangement with an underperforming big bracket bank that served as both co-trustee and investment manager.
Investment Services for Private Equity Entrepreneur
A private equity entrepreneur who had created significant wealth wanted to diversify portion of assets in an effort to reduce concentration risk, provide long term legacy plan for his family and to protect and grow capital base.
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Services delivered through Toro West Capital Advisors LLC, an SEC registered investment advisor.
