ASSET ADVISORY

We provide a fiduciary service to families with real estate holdings that desire additional support and continuity to operate existing assets. A significant real estate portfolio is often accompanied by a degree of complexity. Our understanding of these complexities allow us to work with Family Offices to maximize their portfolio goals. The services that Westpac Partners provides can be tailored to the needs of each portfolio. Whether the goal is to maintain current operating cash flow or grow an existing portfolio through acquisitions, investment and development, Westpac can be a sounding board of experience and knowledge. As stewards of your portfolio, we can relieve you of the burdensome day to day operations while offering you the peace of mind that we understand and can assist in achieving your long term and short term goals.