Background

When a distinguished family office turned to Fortunae, they had an impressive $200M+ global real estate portfolio—but no system to manage it efficiently. With properties scattered across multiple countries and plans for further expansion, they needed structure, strategy, and a dedicated team to maximise their holdings.

Starting from the ground up, we built a comprehensive real estate management framework and established an estate household management division to staff and operate their properties worldwide.

Transforming a Global Portfolio with Strategy and Precision

We optimised the family’s global real estate portfolio, cutting costs, renegotiating contracts, and unifying management for smooth oversight. At their request, we built a travel-ready in-house team and secured key local partners. Beyond efficiency, we identified high-value redevelopment and acquisition opportunities, transforming assets into profitable luxury ventures while ensuring long-term financial transparency and control.

Building a High-Performing Real Estate Team

We hired a multi-lingual Head of Real Estate to lead a strategic, top-down approach. A tailored hiring plan ensured the right mix of experts in acquisitions, asset management, and operations. By integrating real estate and household management, we built a lean, high-impact team to drive efficiency and growth.

Strategic Growth and Redevelopment

We crafted a targeted acquisition strategy, identifying prime opportunities for geographic diversification in line with the client’s vision. To maximise portfolio value, we assembled a pre-vetted team of experts—including contractors, designers, and project managers—ensuring the redevelopment of key properties into high-performing investments.

Enhancing Control, Transparency and Expansion

We centralised property management, creating a structured department for flawless oversight and accountability. To enhance financial transparency, we introduced advanced expense tracking tools, ensuring every project stayed on budget. Leveraging our global network, we secured prime acquisitions at competitive prices, expertly managing legal and technical due diligence to guarantee a smooth, strategic expansion.

Proactive Oversight and Ongoing Support

We keep ensuring the portfolio stays aligned with the family’s goals through periodical reviews. We also keep monitoring team performance, maintaining efficiency and a high-performing, sustainable operation.