Independent Real Estate Advice for UHNW Individuals, Family Offices & Their Advisors
Unlock clarity, control, and confidence across your real estate holdings.
Our consultancy service provides strategic real estate advice by combining RICS-compliant valuations with institutional-grade financial modelling and portfolio analysis — designed specifically for wealthy clients and their trusted advisors.
Who We Help
UHNW Individuals & Family Offices
You may own a substantial and diverse real estate portfolio — but lack visibility or a clear strategy. We help you:
- Assess real-time asset performance across residential, commercial, or legacy properties
- Receive straightforward, expert real estate advice to support income, growth, or succession plans
- Make informed decisions with data-led insights and strategic clarity
Private Client Lawyers, Accountants & Wealth Advisors
When your clients ask:
“Should I keep this property? Sell it? Redevelop it?”
We support you with rigorous analysis and clear deliverables — helping you deliver higher-value, risk-managed advice without stepping outside your remit.
What’s Included in the Strategic Review
We offer a comprehensive real estate advice solution with the following integrated services:
| Service | Description |
| Valuation Advisory | Market-level or Red Book valuations of each property, benchmarked for strategic insight |
| Financial Modelling | Income, cost, and capital value projections to determine real returns and risk |
| Portfolio Optimisation | Strategic “traffic-light” dashboard: Retain, Reposition, or Dispose |
| Scenario Planning | Evaluate exit, reinvestment, or refinancing decisions under different assumptions |
| Family Office Property Review | Align your portfolio with long-term wealth, tax, and legacy objectives |
| Wealth Management Property Planning | Help advisors and clients connect real estate decisions with overall financial strategy |
All outputs are presented in clean, visual formats — through Excel models and/or interactive dashboards (Power BI) — supported by a concise, jargon-free strategy report.
Our Value Proposition
- Independent, impartial advice – We’re not brokers or agents
- Specialist expertise – RICS valuation + institutional-level modelling
- Clear, strategic reporting – Designed for families, not just fund managers
- Actionable insight – Not theory, but practical decisions you can implement
Why Clients and Advisors Trust Us
For UHNW Clients:
- “I needed clarity across our £100 million property portfolio – your service delivered it in one visual dashboard and individual asset cash flows.”
- “Now I understand which assets are underperforming and what to do next.”
For Advisors:
- “You helped me support my client without undermining my advisory role.”
- “The outputs were so clear my client took immediate action — and thanked me for bringing you in.”
📈 Example Results
- £93 million portfolio repositioned based on cash flow stress testing and valuation benchmarking
- Endowment fund adopted a phased disposal and reinvestment plan with improved IRRs and market value benchmarks
- Structured the capital stack and developed a business plan for a residential led €300 million development, resulting in the successful equity raise and competitive senior debt terms
📞 Let’s Talk About Your Portfolio
Whether you’re managing your family’s legacy or advising clients on complex real estate structures, we provide high-quality, strategic real estate advice to help you move forward with clarity.
📩 Schedule a confidential consultation
📧 mwiedner@cambridgerefinance.com
📞 +44 (0) 20 7692 1935