Who we serve · Family offices

For family offices: private, discreet real estate counsel

Most long-held family property portfolios contain assets nobody has reassessed in decades — a tenanted building earning almost nothing, a plot held for a development that never happened, a commercial unit in a location that has moved on. Collectively they are often the majority of the value and the minority of the return.

For family offices, in brief

The Genesis provides discreet real estate advisory to single-family offices and families: a complete review of legacy holdings, representation on acquisitions and disposals, long-horizon land positioning, an independent valuation basis for family settlements, and ongoing oversight of deadlines on leases, tenancies and redevelopment. We do not name, publish or market private client work in any form.

What you arrive with

The problems we usually hear first.

01

Legacy assets tolerated rather than managed

Tenanted buildings, idle plots and decayed commercial units — each individually ignored, collectively carrying real risk.

02

No single picture of what the family holds

Holdings spread across entities, generations and documentation of varying quality, with income and liabilities nobody has consolidated.

03

Settlements stalled on valuation

Family members hold different views of what each asset is worth, and there is no common basis to negotiate from.

04

Deadlines discovered too late

Lease expiries, redevelopment offers and regulatory deadlines that should have been acted on months earlier.

What we do about it

Four moves, in order.

Portfolio review, representation, settlement valuation and oversight — with absolute discretion.

  1. 01

    Establish the estate

    Every holding: what it is, on what terms, earning what, worth what, with what problems — consolidated into one view.

  2. 02

    Agree the objectives

    Income, liquidity, consolidation, succession — often different for different branches of the family.

  3. 03

    Act selectively

    Dispose, redevelop, re-lease or hold, sequenced with the family's tax advisers and with family agreement.

  4. 04

    Oversee continuously

    Periodic reporting so deterioration and deadlines are caught before they become expensive.

Questions

Frequently asked.

How do you protect family confidentiality?

We do not publish private client work in any form, including anonymised case studies, because in a market this small anonymised is often identifiable. Engagement terms include confidentiality obligations, and information is handled on a need-to-know basis within the firm.

Can you help resolve a family property dispute?

We can provide an independent, evidenced valuation basis that all parties can see, which often moves discussions from competing assertions to common numbers. We act for one party, or jointly only where all parties appoint us together — never for two sides with divergent interests.

Family offices

Start with a complete picture of what the family holds.

A confidential portfolio review is usually the most useful first step — and it frequently surfaces deadlines nobody knew were approaching.