Jun
Helping a successful Chinese real estate developer with business expansion and wealth planning
提供的服务
Family Office
Deal Sourcing and Due Diligence
Trust & Fiduciary
Mortgage & Financing
Legal & Tax Advisory
客户背景
Jun is a highly successful property investor. Seeking to diversify his portfolio and capitalize on the promising UK market, he embarked on acquiring a multitude of Buy-to-Let (BTL), Commercial Real Estate, and Property Development projects in the UK. As a new entrant to the UK property market, Jun recognized the need for an experienced advisor to guide him through the intricacies of this unfamiliar terrain.
客户目标
Suitable properties for property acquisition in the UK.
Ensure that the assets are held through structures and jurisdictions that balance tax efficiency and asset safety.
Invest with succession planning in mind to ensure future ease of asset transfer to the next generation.
我们量身定制的解决方案
Through the eco-system we established in the industry over the years, we were able to present suitable projects for Jun’s consideration within a short timeframe.
We worked with mortgage providers and secured financing solutions to add adequate leverage to the investment strategy.
Working alongside legal and tax advisors, and fiduciary service providers, we coordinated the set up of the suggested holding structure of the property portfolio.
We re-invested the liquidity raised through property loans into the financial market in a medium low risk strategy, achieving asset diversification without taking on excessive risks.
成果（迄今为止）
Despite being a new entrant into the UK market, Jun managed to execute his property investment strategy efficiently with our hand-holding.
Savings in fees and taxes through structuring and mortgage options.
Such holding structure would also meet Jun’s objective to ensure seamless succession planning.
Our ongoing collaboration with the chosen Trustee makes a strong team to provide continuous monitoring of the client’s objectives being met.
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