Assisting a close-knit family with the sale of a historic real estate asset

The Evans, a UK-based family, owned a unique property through a Jersey Trust for a number of decades. Following changes in the collective long-term priorities of the beneficiaries of the Trust, the Trustees were tasked with helping the family plan for the future and to sell the property.

Paul’s Goals

  • Assess the best option for the future of the property
  • Family members to openly discuss their own needs and wishes
  • Review current trust structure and flow of cash for new plans for family members
  • Examine the internal art collection and prepare for sale

Our Recommendations

  • Facilitated discussions over a two year period which evaluated the best options for the family and the future of the property
  • Deployed our ecosystem of specialists to value property for sale
  • Sourced appropriate accommodation for family during sale process
  • Utilised a mid-tier agent to sell property, with Stonehage Fleming Law sourcing a London conveyancer
  • Coordinated survey of property with several potential purchasers
  • Assisted with the introduction of several specialists in order to asses art and furniture within property
  • Synchronised the sourcing of auctioneers for sale of art collection

Outcomes (To Date)

  • Achieved a strong sale of the property with a smooth process
  • Established individual family members in their own separate properties following proceeds from the property sale
  • The majority of the art and furniture collection was catalogued and sold at a top London auctioneer firm (with some key and sentimental items retained by the family)
  • Ongoing administration of Trust from Jersey
  • Following sale of property, placed money on various different fixed deposits

Disclaimer: Please note, all case studies have been carefully anonymised. Although scenarios are based on real life events they have been fictionalised and are an amalgamation of client experiences. All names, locations and occupations have been replaced with pseudonyms.


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