For clients who wish to purchase real estate whether it be commercial, high worth residential, industrial or development, Heritage can assist in providing the appropriate structures and services.
Together with the freedom of choice afforded by our independence, we are able to develop innovative, business-enhancing solutions always tailored to suit our client’s specific objectives. We have an experienced team of professionally qualified staff who provide a high level of corporate governance.
Our emphasis is to work as a team to produce a seamless service for our clients, and our services include:
- Sourcing and negotiating the purchase of properties through our long established contacts with agents and property professionals who are able to assist clients in acquiring property in line with their requirements
- Creating the appropriate structure for the property purchase - by working closely with the clients and their professional advisers we can assist in ensuring the correct structure is established
- Sourcing of appropriate finance to assist in the purchase
- Dealing with the legal aspects of property purchase
- Introduction to experienced professional intermediaries such as lawyers, bankers and tax advisers
- Introduction to letting agents to ensure properties suitably let and rent is collected
- Introduction to managing agents to ensure properties are correctly maintained
- Organising tax registrations and returns
- Provide secretarial, accountancy and bookkeeping services
Estera has acquired Heritage Financial Services Group.
Estera is a leading global provider of fiduciary and administration services. The acquisition of Heritage Financial Services Group is central to the expansion of our funds service line and also expands jurisdictional choice for our trust and corporate clients.
These pages are no longer available but you can find further information on our services at www.estera.com
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