Real Estate Investment Client Memorandum

20250127-Real Estate Investment Client Memorandum_002

Real Estate Investment Services for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) Clients

Introduction

Falcon Merlin Inc BV specializes in providing bespoke solutions for HNW and UHNW clients seeking expert guidance in real estate investment. Our services focus on identifying, structuring, and managing investments in residential real estate across the United States, the United Kingdom, Belgium and Eastern Europe. Leveraging decades of experience in tax-efficient investment structuring, estate planning, and ongoing asset management, we help our clients achieve sustainable growth, wealth protection, and intergenerational legacy planning.

Expertise

Henry Hollingdrake, co-founder of Falcon Merlin Inc BV, brings over 25 years of expertise in taxation, fiduciary services, financial advisory, and private client management. With a proven track record in structuring real estate investments and designing leveraged tax-efficient solutions, Henry has successfully guided numerous HNW and UHNW individuals in optimizing their wealth and securing their legacies. His experience extends to:

• Structuring ownership of real estate assets to minimize tax exposure.
• Advising on cross-border investments in the US, the UK, Belgium and Eastern Europe (together with Dr. Maxim Hayan, ACCA, CIA, co-founder of Falcon Merlin Inc BV).
• Implementing estate planning strategies that ensure seamless wealth transfer.
• Facilitating investment leveraging for enhanced returns.
• Providing ongoing asset management and compliance support.

***

 

Conclusion

At Falcon Merlin Inc BV, we combine technical expertise with a deep understanding of our clients’ aspirations to deliver unparalleled real estate investment services. Whether you seek to expand your portfolio, optimize tax outcomes, or secure your family’s legacy, we are here to guide you every step of the way.