Pioneering Family Office solely dedicated to the Real Estate component of Families’ assets and consisting of highly qualified professionals.

Integrated Wealth Management skills to offer a wide service encompassing Family Law and tax issues.

Asset management mandate, more or less discretionary, through to a Trust stucture, depending on families’ requirements.

Pioneering Family Office solely dedicated to the Real Estate component of Families’ assets and consisting of highly qualified professionals.

Integrated Wealth Management skills to offer a wide service encompassing Family Law and tax issues.

Asset management mandate, more or less discretionary, through to a Trust stucture, depending on families’ requirements.

OUR FINDINGS

Real Estate investment is characterized by the number of players involved in the structuring, investment and management process of a Real Estate transaction. 

This honing of skills is the fruit of the increasing specialization of market players, made necessary by the growing complexity of the legal, fiscal and financial environment of these investments. This situation can cause inevitable issues, including:

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Understanding of the role and knowledge of players in this market

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Access to information

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Overlapping of fields of intervention

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Multiplication of costs

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Administrative burden

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Control of the project and its real performance

This complexity of the legal, fiscal and financial environment of Real Estate investments has led to the development of “bespoke” operations. These often involve “tax-exemption” or “pierre papier” products. This structuring often makes it difficult to understand all the financial and pricing implications of investments.

Paradoxically, the multitude of stakeholders, all individually highly competent, becomes collectively unproductive, due to a lack of coordination.

In order to deal with a growing need for smooth exchanges and rationalized interventions, we have opted to structure a bespoke, globalized, multidisciplinary and transparent service to offer sustainable and trustworthy support to institutional or private investors

We rely on a team of specialists in order to imagine better solutions for families, which will then be implemented by their own ecosystem: lawyer, notary, chartered accountant, private banker… Receptive, capable of rapidly setting up a dedicated team, we can organize competitive processes between the best players in the market, we can also collaborate in good intelligence with our clients’ historic consultants.

Trustone is a recognized player in the Real Estate market, employing specialists in Investment Management, Asset Management and Fund Management.  Our team can conduct multidisciplinary and high value-added discussions to process and secure all aspects of a Real Estate investment.

We work with families to build a tailored and high-quality portfolio, in line with their professional and asset goals, especially when their tax levels distance them from simple “tax-exemption” investments.

We provide support in Real Estate Asset Management for our clients who do not want to professionalize their approach.

We support our clients in the search for high-quality economic analysis and the legal securing of their Real Estate investments, as opposed to focusing solely on the tax aspects.

OUR OTHER BUSINESSES

Fund Management
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Investment management
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