Real Estate

Real Estate

Supporting Your Real Estate Structuring

For private clients and families, high-value residential real estate is typically held as part of a broader private wealth and estate planning strategy, supporting long-term wealth structuring and intergenerational planning.

At Equiom, we support private clients, family offices and their advisers with the ownership, structuring and administration of luxury residential real estate assets, often held through private wealth structures. This includes the establishment and ongoing administration of real estate holding structures across jurisdictions. Our role is to help clients manage the complexity that can come with owning property internationally, while supporting privacy, governance, compliance and long-term asset protection.

Our Services

Equiom offers a range of real estate services for private clients and families holding high-value residential and luxury real estate assets. Our expertise includes:

• Ownership Structuring for Private Clients: Structuring ownership of high-value residential and luxury real estate through appropriate vehicles, which may include trusts, holding companies or special purpose vehicles.
• Cross-Border Property Ownership: Supporting clients with international property portfolios and helping ensure compliant ownership across jurisdictions, alignment with private wealth, residency and estate planning considerations
• Estate Planning for Real Estate: Helping clients plan for the seamless transfer of real estate assets across generations as part of wider succession and estate planning.
• Real Estate Administration and Ongoing Management of Structures: Providing ongoing administration and governance of privately held real estate structures, including ongoing documentation, reporting and liaison with professional advisers.
• Tax Advisory and Compliance: Supporting tax-efficient ownership and compliance with relevant regulations, working alongside clients’ legal, tax and professional advisers through our Direct & Indirect Tax Compliance and Advisory Services.
   

How We Can Help

Equiom’s real estate services are designed to support private clients with the ownership, protection and long-term transfer of high-value residential property.
We help clients establish, structure and administer real estate holdings in line with their broader wealth and estate planning objectives, ensuring real estate assets are held in a way that supports long-term ownership, governance and intergenerational transfer.

This includes supporting cross-border ownership for private clients and family offices, reducing administrative burden and helping ensure structures remain appropriate as family circumstances, regulations and ownership requirements evolve.

As professional trustees and directors, we take a proactive approach to governance, risk management and ongoing administration. With over 45 years’ experience and a presence in leading international financial centres, Equiom is well placed to support private clients and family offices with international real estate structuring and administration. This page focuses on luxury real estate services for private clients.

Equiom also provides Commercial Real Estate Services for institutional investors, corporates and investment clients, including the structuring and administration of real estate investment vehicles, collective investment structures and commercial property holding arrangements.

If you are looking for support with real estate structuring, estate planning for real estate or the administration of high-value residential property, please contact our team.

This content has been carefully prepared and is provided for general information purposes only. It offers a high-level overview of certain services available across the Equiom Group and does not constitute legal, tax, regulatory, investment or other professional advice. 
Not all services are provided by every Equiom Group office or entity. For advice specific to your circumstances, please contact our team or an Equiom Group office of your choosing.

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