TCL Friends Advisory
TCL Friends Advisory is an expertise-centred hub where excellent skills, strong relationships, and new ideas mutually merge with each other.
Quality is our top priority.
We share the experiences of our professionals and their complementary network (all Associate and Friends have either signed a formal Framework Agreement or confidentiality agreements with our structure), their contacts and expertise, for both strategic and operational aspects, aiming to create and protect the value of investments in real estate and integrate them into portfolio strategies.
The boutique specializes in high-value-added transactions and processes for asset classes such as Real Estate and Legacy M&A, implementing and coordinating investment opportunities and managing all different phases as partners.
The TCL Friends Advisory Team is organized to directly develop most activities related to research, opportunity analyses, structuring investment opportunities, access to financing, asset management and development. Our investment management Team provides the tools, experience, and expertise to help manage investment opportunities, while leveraging all necessary internal or outsourced skills to build a diversified portfolio and achieve excellent financial returns.
If you’d like to receive a no-obligation consultation
Our Mission
We aim to discover “gems” with curiosity and passion for heritage assets, including iconic and historic properties.
Our business model provides expertise that includes 5 key elements:
- M&A operations focused on historic properties for a medium to long-term portfolio strategy.
- Asset and Development Management, transforming existing portfolios and value-added assets into “safe deposit boxes” of wealth.
- Portfolio Management.
- Family Office advisory for inheritance and legacy asset classes and special situations.
- Financial advisory for wealth management, including inherited real estate properties.
Competitive Advantages
The professionals who are part of our Advisory, Family Office, Heritage Asset & Wealth Management Teams come from a well-founded humanistic and technical background, fundamental roots that impact how investment opportunity are approached. We use accurate, methodological, and conservative approaches to assess opportunities during Due Diligences and risk analysis.
Strategic partners, Friends/collaborators of the Team work or have worked closely with Family Offices and Legacy clients and adhere to our Constitution of VALUES, emphasizing the importance of responsible and dynamic preservation of inter-generational and substantial wealth for future generations.
Key Elements
The core activity of our Team consists of engaging investments with a comprehensive vision through a thorough and conservative selection process.
Focus on value-added assets and projects:
– Research and structuring of investment opportunities.
– Selection based on risk/return profile and investor/client needs.
– Asset management and development advisory.
– Advisory on financing, taxation, and real estate asset management.
Activities
Opportunity source: we leverage our network and contacts to seize and select investment opportunities based on asset class, risk level, and expected financial returns, conducting stress tests during due diligences and valuation processes.
Structuring Transactions and Investment Management: with the support of our Friends and operational Partners specialized in various sectors, we study feasibility of the various opportunities through market and risk analysis, economic and financial valuations; through the opportunity analysis we design the most suitable strategy and structure for each investment; we support investors throughout the whole investment lifecycle, offering customer transparency, complete information and operational activities.
Asset and Development Management: we supervise and develop all operational stages of the process, managing costs, timelines, and performances to meet the business plan and objectives.
Our partners and collaborators offer high-level services in various sectors, along with the tools and skills necessary to achieve appropriate and satisfactory final results.
Portfolio Management: define, implement, and monitor the portfolio strategy through traditional and technological tools.
Advisory: we offer and develop feasibility studies on technical, economic and financial valuations and market analysis; we design and implement the most suitable strategy to add value to assets and portfolios. Real Estate Asset Management activities include the research of the best strategy aimed to enhance and optimize the valuation of the investment for individual assets, existing (or to be developed) portfolios, as well as value-added and development operations.
Contact us for information and details