Our expertise
Three areas of expertise serving your wealth strategy
KEES Advisors designs selective, structured investment strategies tailored to your objectives in terms of returns, diversification, liquidity and wealth transfer.
Real assets
Selection, acquisition, structuring and disposal of real estate assets, with a focus on lasting value creation.
- Commercial property and income-generating assets
- Prime residential, ownership and wealth transfer
- Hospitality and high-value wealth transactions
Structured finance
Financing solutions backed by rigorously selected assets, with a controlled risk-return profile.
- Real estate private debt and transaction financing
- Analysis and structuring of security packages and guarantees
- Monitoring of maturities, risks and protection mechanisms
Diversified allocation
Methodically constructed diversified allocations, built from a demanding selection of funds and mandates.
- Design and review of diversified allocations
- Selection of funds, mandates and structured products
- Monitoring of risk, performance and overall consistency
Our approach
A structured four-step approach
01
Assessment & priorities
Understanding your wealth situation, your objectives, your constraints and your investment horizon.
02
Strategy design
Defining an allocation and action plan consistent with your risk profile, liquidity needs and wealth transfer priorities.
03
Selection & execution
Identifying, analysing, negotiating and structuring selected opportunities with the relevant partners.
04
Monitoring & adjustments
Monitoring investments, assessing developments and adjusting the strategy when your circumstances or market conditions so require.
