A UK Family with significant Real Estate portfolio had built a diversification strategy for their business focusing on both traditional investments and private equity stakes in those businesses where it added value. Over time their Family office became ineffective due to changes in the circumstances of their key staff.
Aqua had a historic relationship with their Family Office, and was able to step in where there was a need, providing expertise and support to the Family Office on a "plug in and play" basis. This allowed the Family to implement their diversification strategy which has started to yield significant results.
Aqua assisted with;