Multi-Jurisdictional Real Estate
Problem
A principal with a $500M+ real estate portfolio across eight countries faced significant tax leakage due to suboptimal holding structures and lacked clear succession mechanisms.
Solution
We restructured the entire portfolio through strategically-positioned holding companies in Luxembourg and Singapore, implemented a comprehensive inheritance framework.
Impact: Reduced tax leakage by 18% annually. Portfolio now generates $9M in additional annual after-tax income.
Private Equity Co-Investment
Problem
Family office sought direct exposure to lower middle-market Private Equity but lacked the sourcing network and due diligence capabilities for $10M-$50M co-investments.
Solution
Leveraged our proprietary network to source three institutional-quality co-investment opportunities. Conducted comprehensive operational, financial, and legal due diligence.
Impact: Three successful co-investments with an aggregate IRR of 28% and meaningful governance participation in each portfolio company.
Cross-Border Succession Planning
Problem
A multi-generational family with assets across US, Europe, and Asia faced complex inheritance tax exposure exceeding $180M and no clear governance structure for the next generation.
Solution
Designed a comprehensive family constitution, established purpose trusts in three jurisdictions, and created a NextGen mentorship program with phased wealth transfer mechanisms.
Impact: Reduced estate tax liability by $127M while ensuring smooth leadership transition. NextGen now actively participates in investment decisions.
Portfolio Consolidation & Optimization
Problem
Client maintained relationships with 14 different banks and asset managers across seven jurisdictions, resulting in duplicative fees, inconsistent reporting, and suboptimal asset allocation.
Solution
Conducted comprehensive portfolio audit, negotiated fee reductions with existing providers, consolidated to five strategic banking relationships, and implemented unified reporting dashboard.
Impact: Reduced annual fees by $3.2M (42%), improved risk-adjusted returns by 340 basis points, and gained real-time visibility across entire portfolio.
Philanthropy Structure & Tax Optimization
Problem
Entrepreneur seeking to donate $150M to charitable causes but concerned about maximizing impact while maintaining family involvement and achieving significant tax benefits.
Solution
Established Private Charitable Trust in Singapore with supporting foundation structure in the US. Designed grant-making framework with NextGen participation and multi-year pledge program.
Impact: Achieved $47M in tax savings while maintaining family control over grant decisions. Foundation deployed $22M in first 18 months with measurable impact.
Business Exit & Liquidity Event Planning
Problem
Founder facing potential $800M business sale lacked comprehensive plan for tax-efficient exit, post-liquidity asset allocation, and family wealth education to handle sudden wealth.
Solution
Pre-transaction structuring through intentionally defective grantor trust, coordinated with legal and tax counsel on stock sale vs asset sale decision, developed post-exit investment policy statement.
Impact: Saved $89M in federal and state taxes through strategic pre-sale planning. Deployed $320M in first year post-exit with diversified allocation strategy.
Venture Capital Desk Establishment
Problem
Family office with $400M AUM sought direct startup exposure but lacked deal flow, due diligence capabilities, and operational infrastructure for venture investments with check sizes of $250K-$3M.
Solution
Established dedicated VC desk within family office structure. Secured preferred access to top-tier accelerators (Y Combinator, Techstars, 500 Global). Built proprietary deal screening framework and co-investment network with institutional VCs.
Impact: Deployed $18M across 14 early-stage companies in 24 months. Portfolio includes 2 unicorns and 3 Series B+ companies. Current portfolio valuation: $67M (3.7x MOIC).
