14 Feb 2023
Facilitating Cross-Family Investments in Land Banking
The Zhang family, a high-net-worth household from Asia, sought to invest in Australian land banking but faced language barriers and a lack of local market knowledge. They expressed interest in joining forces with other affluent families to maximize their investment potential and mitigate risks. The challenge was not only finding the right investment partners but also structuring a deal that would foster long-term cooperation among the families.
Solution that we provide:
United Elevér, leveraging its expertise in cross-cultural wealth management, orchestrated a multifaceted collaboration:
Identifying and Connecting Families: United Elevér identified the Kim and Singh families, who also showed interest in Australian land banking. We facilitated initial meetings, ensuring compatibility in investment goals and strategies.
Joint Investment Structure: Developed a joint investment framework that allowed the three families to pool their resources while ensuring transparency and equitable decision-making. This structure was designed to respect each family’s investment philosophy and risk appetite.
Legal and Financial Advisory: Provided comprehensive legal and financial advice to navigate the complexities of international land investment, ensuring compliance with Australian regulations and optimizing tax efficiency.
Establishing Long-Term Relationships: Beyond the immediate investment, we focused on building long-term relationships among the families. This included regular joint meetings and shared investment reports, fostering trust and ongoing collaboration.
Next-Generation Engagement: Recognizing the potential for future collaborations, we facilitated connections among the younger members of the families. This led to discussions about establishing a joint venture capital fund, with United Elevér providing consultancy and guidance on setting up and managing the fund.
The collaboration resulted in a successful land banking investment and the establishment of a strong, long-term partnership among the Zhang, Kim, and Singh families. Their alliance not only enhanced their investment capabilities but also laid the groundwork for their next generations to explore new ventures, further solidifying the relationship fostered by United Elevér’s strategic guidance.