The value of assets under Aqua management has been very significant. Aqua’s experience has seen negotiations of commercial re-lettings, some of which were the largest on the UK Real Estate Market in 2016/17. It has seen restructuring of Iconic buildings, both within the City of London, Soho and Mayfair.

An extremely significant GCC Family that Aqua works with sought to acquire a Super Yacht on short notice and wished to ensure that it was structured so it could have commercial and personal use.

Aqua people were asked to work with an existing family business which was set up over 100 years ago.

Succession from one generation to the next meant that the family needed support to build an embryonic yet dependant family office platform.

With wealth and succession planning it is always helpful to have a case example.

The Senior people in Aqua have worked with a number of families in designing a wealth succession or family charter platform to allow various members often consisting of a very broad family base to come together and agree common objectives, usually for the operation of a family business and regularly to ensure that there is succession and effective management of the family’s wealth and assets.

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.