A UK-based family office managing a multi-generational portfolio sought funding to support the acquisition of a countryside estate while retaining flexibility across existing property and investment holdings. The family’s wealth was held across operating businesses, real estate, and financial assets, with ownership structures designed to support long-term stewardship rather than short-term liquidity events. Conventional lenders […]

Our client is an international investor with a diversified portfolio spanning UK residential property, overseas investments, and assets held through offshore structures. Income was generated across multiple jurisdictions, creating complexity in reporting and cashflow assessment. The client sought to refinance an existing high value UK residential property to improve liquidity and align borrowing with broader […]

Our client is the majority shareholder of a profitable UK-based business with significant retained earnings, investment assets, and a diversified personal balance sheet. While income taken personally was modest, overall wealth was substantial and supported by long-term asset strength and liquidity. The client sought funding for the acquisition of a prime London residence valued at […]