Family Trust Advisory

Helping you plan for future growth

Managing property is only the start. Managing people and the delicate interplay between family members and between generations is where we excel. We have decades of experience helping families and their advisers find ways to make things work, add value to property and invest in the social capital needed to keep family relations on track.

We specialise in helping families and their advisers work between the generations and help them plan for future growth with decision makers, accountants and solicitors. 

We structure our service around regular meetings, establishing the brief, understanding the nuanced needs and delivering a bespoke service. Whether that requires paying scores of beneficiaries with multiple fractional payments, in different tax wrappers and countries or ensuring that the income is available for school fees or care homes, we are there to serve. 

Many clients want to build a framework so their spouse is supported after their passing, or include adult children in current decision making so the assets pass smoothly to a next generation who do not have the time to devote to the property needs.

We have a breadth and depth of experience that means we can manage commercial and residential assets nationwide. Our most extensive portfolio under management consists of 320 units - retail, office, industrial and creative. We manage for over 500 clients, most of whom are families, family offices and charities.

We work with stakeholders of trusts to

• Protect them by insuring the property for the correct sum
• Prevent risks by reviewing the health and safety laws governing that sector
• Day to day management including inspections, collecting rent and other dues
• Build relationships with tenants and advise on the services needed to maintain and enhance property, minimising void windows
• Add to the rental and capital values of the properties by looking at tenant mix, development opportunities, change of use and acquiring neighbouring assets or titles

What makes Strettons different?

• Our in-house teams provide timely advice and opportunities
• We provide end-to-end oversight and protection of portfolios
• We keep specific objectives at the forefront of all our guidance