ESTATE TRANSITION
Specialized support services for your family estate
A family office may need a wide range of services that go beyond investment management. As a full-service real estate firm, Coatue has the deep resources to provide comprehensive assistance to your family office in managing and navigating generational transition efficiently and effectively. We are committed to the long-term safeguarding of our clients' comprehensive interests. Our expertise with inherited homes and residential properties-- including primary, secondary or vacation homes--allows us to make unique, family focused solutions for each situation that arises.
Inherited homes can be a significant source of strife if you don't know what to do with the property. We can help you simplify the sale of your inherited house with our proven Property Protocol™ system for preparing, repairing, clearing-out, staging and selling your inherited home. Property Protocol™ is a streamlined, turnkey program for Families, Attorneys and Trust Officers who need to sell probate and trust-held homes quickly.
Our proven solutions allow our team to help your family to access the property, coordinate communication, and understand regulatory compliance. We support your family office by designing and implementing strategies that streamline real estate acquisitions and dispositions, and achieve family-defined timeline’s, personal preferences, and financials goals.
ESTATE TRANSITION SERVICES:
- Market Analysis
- Acquisitions
- Investment Analysis
- Site Feasibility Analysis
- Highest and Best Use Studies
- Real Estate Depositions
FAMILY OFFICES
The journey one takes to build wealth and continue to elevate their families portfolio begins at Coatue Companies. Our experienced team is ready to serve you by understanding your goals, dreams, and aspirations. We're able to quickly advise, maintain, and manage what's most important to you!