05.03 · Real Estate
Property vehicles
Structures that hold real estate for families and institutions.
How property is held determines the tax on income, the tax on sale, and how easily a share can be transferred to the next generation or an outside investor.
We design and implement holding vehicles, and restructure existing ones where the current form blocks a sale or a succession.
Scope of the mandate
Vehicle selection and jurisdiction
Transfer of existing holdings into a vehicle
Income and disposal tax consequences
Co-investor and family participation
Typical situation
A family holds properties personally and wants them in a structure that can be divided among heirs without forcing a sale.
Responsible
Related sub-services
Sell-side mandatesHolding structuresAcquisition financeListing readiness