Designing a Scalable Asset Management Platform
-
August 14, 2026
-
FTI Consulting was engaged by a prominent family office to develop a tailored asset management platform to facilitate the next phase of the company’s real estate strategy, which necessitated the transition of billions of dollars in real estate assets due to multigenerational succession planning.
Our Impact
- The new asset management platform positioned the client to raise capital from limited partners while generating millions of dollars in fee income from asset management fees, acquisition fees and carried interest.
- The strategy allowed our client and its businesses to reposition real estate assets for full-scale redevelopment, with flexibility to scale as the strategy grows.
- The platform created tax efficiencies for the family office and the family’s estate plan by deferring tens of millions of dollars in current taxes on formation, facilitating tax efficient allocations of investment income across the family’s estate structure, and increasing the potential for capital gains on exit.
Our Role
- FTI Consulting experts developed and implemented a tax-efficient real estate asset management platform for the client, leveraging decades of experience with institutional asset managers.
- Driven by a multigenerational business transition, our corporate finance team presented the strategy to the client and led its implementation by coordinating multiple external advisors and internal stakeholders.
- Our experts also advised the client on several successful real estate transactions that leveraged the newly designed platform, validating the ability of the strategy and platform to drive millions of dollars in additional value to the family office from future deals.
Related Insights
Related Information
Published
August 14, 2026
Key Contacts
Senior Managing Director, Co-Leader of U.S. Tax Advisory
Managing Director