Trust Discretion Expertise Accessibility Flexibility. everything should be made as simple as possible, but not one bit simpler. the private office

Transcription

1 the private office

2 everything should be made as simple as possible, but not one bit simpler. Albert Einstein Trust Discretion Expertise Accessibility Flexibility

3 the private office Our business proposition Introducing The Private Office a single point of contact for in-depth, global expertise. The Private Office has been established by Savills to combine the highest standards of discretion and service with the network, resources and expertise that only global organisations can successfully provide. The rationale behind The Private Office is straightforward. As companies grow, they often lose the very simple qualities upon which they were originally built. In particular, large organisations invariably struggle to maintain the high standards of client service at which smaller, boutique operations naturally excel. From its foundation more than 150 years ago, Savills has grown from a single office into one of the world s leading providers of real estate services. Throughout this time, communication and service have been regarded as vital. The establishment of The Private Office therefore represents the next step in a continuing process to ensure that our clients remain the focal point of everything we do. By operating within Savills but remaining quite distinct from it, The Private Office is a unique concept within the property sector. By offering clients one highly experienced point of contact with a close knowledge of Savills global business, The Private Office ensures access to the very best of Savills extensive network and specialist expertise while guaranteeing absolute professionalism, discretion and privacy. Indeed, our reputation and success depends entirely upon our ability to fulfil this promise to every client, every time.

4 the private office Presenting tailored flexibility the only thing to do with good advice is to pass it on. it is never of use to oneself. Oscar Wilde An initial discussion with The Private Office enables clients, or their advisors, to detail their requirements and agree on how they wish their account to be managed. Once this is established, The Private Office offers three principal types of service. The Private Office personnel identify the most appropriate experts within Savills and provide all necessary introductions and instructions. This avoids the need for clients to repeat their requirements. The Private Office then monitors the progress of every enquiry to ensure that the type and quality of service being provided is as required. For greater confidentiality, clients can appoint Private Office personnel to act directly on their behalf. In these cases, and only if necessary, The Private Office may draw upon the expertise of other specialists within Savills. At all times, however, confidential client information is restricted to The Private Office, thereby guaranteeing total discretion. For assignments spanning different sectors, such as a portfolio evaluation, The Private Office can combine these services. This enables Private Office personnel to leverage the full extent of Savills expertise while retaining personal oversight at all times. In such cases, The Private Office co-ordinates Savills specialists, providing the necessary background information before bringing together their separate conclusions into a final recommendation that is balanced, comprehensive and mindful of the broader context. Naturally, each request is constantly monitored by Private Office personnel and our services refined or adapted as necessary in order to accommodate the specific requirements of individual clients.

5 the private office Understanding your needs knowledge is of two kinds. we know a subject ourselves or we know where we can find information on it. Samuel Johnson The Private Office understands fully the inherent tension that can sometimes exist between complete confidentiality and full disclosure by clients of their wider interests. Nevertheless, the increasing complexity and interdependence of different financial markets makes it impossible for sound advice to be given without knowledge of the broader context. The continuing upheaval in all global markets makes it even more important for advisors to be informed fully of their client s financial arrangements before making their recommendations. All Private Office personnel are highly experienced and extremely familiar with the sophisticated and interrelated nature of different fiscal and regulatory regimes. Our staff can locate the optimal solutions for any real estate requirement from within Savills network of experts and our own extensive, expanding and private database of contacts. This gives The Private Office the ability to leverage specialist expertise while ensuring complete client privacy. As a result, The Private Office can act as a partner for wealth management offices and other advisors, able to complement fully the services they provide.

6 the private office by far the best proof is experience. Sir Francis Bacon Leveraging global expertise Within the real estate sector, The Private Office is unique in its ability to combine the discreet and specialised client service offered by boutique organisations with the extensive presence, experience and expertise that only a global business can provide. This combination ensures that clients of The Private Office have confidential access to the very best advice offered throughout the Savills network. This includes over 500 offices and associates that span over 47 countries and employ more than 15,000 people. Savills personnel can offer clients more than 300 separate disciplines that cover the entire spectrum of real estate search, financing, investment, management and consultancy. Summaries of the services that we provide can be found within the leaflets at the back of this document. More than 150 years of real estate experience informs all service and advice provided by The Private Office and our colleagues within the Savills network. Taken together, this network presents clients with a formidable resource of unrivalled depth and breadth. Moreover, it is a resource with which all personnel within The Private Office are extremely familiar, ensuring that any client instruction or request is executed with the utmost speed and efficiency.

7 the private office wealth is the slave of a wise man, the master of a fool. Seneca Holding privileged information A number of clients prefer not to entrust their personal information to large organisations that operate a centralised database. The Private Office fully understands and respects the reasons behind such decisions and has procedures that guarantee complete client confidentiality. The Private Office operates its own, secure database which can be accessed only by authorised personnel and is entirely separate from any database used by colleagues within the Savills network. As a result, both advice given and information received by our staff remains securely within The Private Office at all times and cannot be divulged to third parties without the express permission of the client. Most investment portfolios nowadays require sophisticated tax structures. Whilst we do not pretend to advise on such matters, we regularly work in close harmony with those that do. Clients can therefore rest assured that any details which they provide regarding their personal financial arrangements are at all times respected and treated as privileged information.

8 Delivering formidable research Together with the expertise afforded by its global network of offices, Savills possesses a property research department that is second to none. Studies and reports that span every aspect of residential, rural and commercial property are produced by Savills analysts on a regular basis. This resource is, of course, available to clients of The Private Office. Some use it simply to stay abreast of recent developments in areas of interest; for others, it can inform any investment decisions or portfolio reallocations that they may be considering. The Private Office hosts exclusive client briefings that focus on many relevant issues; we can also advise clients whenever new and pertinent research becomes available. Alternatively, we can arrange for clients and their advisors to receive such research on a confidential basis immediately upon publication. For more particular enquiries, The Private Office can also commission specialised property research, analysis and sector performance summaries directly on behalf of our clients. in the business world the rear view mirror is always clearer than the windshield. Warren Buffet

9 David Forbes Head of The Private Office t: +44 (0) m: +44 (0) e: 33 MARGARET STREET, LONDON, W1G 0JD David Forbes joined Savills in David Forbes became a partner with Chesterfield, one of London s leading estate agents, in 1984, where he was predominantly selling high end properties in Chelsea, Belgravia and Knightsbridge. In 2006 Savills acquired Chesterfield and brought David s expertise into the fold, strengthening the team, network and knowledge base. David is acknowledged to be a world class expert at the top end of the residential market. He has been responsible for the sale of many of London s most expensive houses and has built up a vast personal network of clients providing invaluable advice to all. Recognising the need for a specialist department within Savills to provide the type of discreet and confidential service his client base has come to expect, but across a wider spectrum, David drew on his matchless experience to set up and launch The Private Office a single point of call for clients looking for cross border and multi discipline expertise combined with an exceptional level of service. David has been working with some families for over 30 years and across multiple generations. Prior to his work in property David served as an officer in the Brigade of Gurkhas and then set up a trekking company in the Himalayas, which he ran successfully for ten years, with clients from as far afield as the USA to the Far East before returning to the UK in David is married, with two daughters, and lives in central London.

10 SAVILLS SERVICES DIRECTORY Savills has over 700 offices & associates in over 60 countries across the globe. This includes a network of over 135 offices in the UK, Channel Islands and Ireland and 37 offices in London. Savills Investment Management LLP Savills Investment Management LLP is an international property fund manager, creating unique opportunities for clients. Prime Purchase Prime Purchase specialise in finding and acquiring both London and Country residential properties. SPF Private Clients SPF Private Clients offers independent funding solutions and general insurance broking for all property types and locations. OUR GLOBAL NETWORK With almost one in six prime central London properties over 5 million now sold to international purchasers, global insight and connections are essential. Through our network of over 700 offices and associates, we ensure 61 THE SAVILLS SERVICE ALSO INCLUDES sellers reach the right overseas audiences, while meeting the needs of international buyers with personal local service supported by a detailed knowledge and understanding of the London and wider UK market. Savills Research With a longstanding reputation for producing accurate, well-informed analysis and commentary on the UK housing, land and mixed-use markets, the Savills Research team is widely recognised as a leading authority. Analysis is underpinned by consultancy for investors, developers, lenders and government. THE SERVICES Professional Services for Private Clients Savills can offer professional services to private clients such as mediation, litigation and advice on tax. The Private Office David Forbes Director DL +44 (0) M +44 (0) E dforbes@savills.com Savills Offices The Private Office Savills 33 Margaret Street London W1G 0JD United Kingdom +44 (0) US, Mexico United Kingdom Europe Middle East Asia Pacific & Caribbean & Ireland & Africa indd /05/ :43

11 SAVILLS SERVICES AVAILABLE RESIDENTIAL RURAL In the 160 years or so of Savills growth, the number of disciplines and areas of expertise on offer has grown hugely. In short, across our global network, Savills offers over 400 services and areas of expertise, a selection of which are listed here. Savills is market leader in the sale of a range of quality property including country property from small cottages to the largest stately homes and estates, prime central London properties and quality new homes. With 43 dedicated rural offices around the country and over 900 professionals, Savills Rural business is focused on the commercial needs of people with properties, farms and estates in the countryside. COMMERCIAL Auctions Banking & Receivership Bars & Restaurants Building Consultancy & Tax Capital Advisory Capital Allowances Commercial Fit Out Compulsory Purchase Cross Border Investment Development & Regeneration Development Monitoring Dilapidations Due Diligence European Investment Exhibition Space Expert Witness Healthcare Holiday Parks Hotels Housing Consultancy Savills acts for a variety of major institutions and occupiers across the entire spectrum of commercial property namely office, industrial, retail, hotel, leisure and other specialist areas. Industrial Industrial Logistics Institutional International Investment Investment Consultancy Lease Management Leisure Occupational Fit Out Offices Pipelines Planning & Regeneration Property Management Public Sector Rating Rent Reviews Retail Service Charge Sustainability Urban Design Valuations & Litigations We have a broad range of specialisations and advisory services including: Appraisals/Assessments Arbitration Asset Management Auctions Affordable Services Building Consultancy Buy to Let Acquisition Buying Buy to Let (Lettings) Central London Development Lettings Central London Residential Sales CIL Mitigation CIL Rating Setting Client Accounting Client Services Compliance Compulsory Purchase Corporate Real Estate & Lettings Corporate Lettings Corporate Services Country Houses Lettings Country House Residential Sales Customer Relations Department Development Deposits Lettings Dilapidation Advice - Lettings Expert Witness Finance Flat Sales Global Residential High Net Worth Individuals High Net Worth Individuals Lettings HMO s Lettings Housing Consultancy Hotels & Serviced Apartments House Sales Industrial & M25 Offices Institutional Property Institutional Residential Property Interior Services Interior Services - Lettings Investment Advisory Lettings Investment Lettings Investment Leasehold Enfranchisement Leisure Leisure Property London Office Research London Residential Development Research Management - Lettings Mediation New Homes Sales Northern European Research Planning & Regeneration Public Sector Prime Purchase Residential Buying Service Private Office Property Management Rent Collection Residential Apartment Residential Development Residential Sales Country houses, London & International Residential Lettings Residential Development Consultancy Residential Development Viability Residential Investment Residential International Residential Research Residential Sales Retail GIS Rural Research Scottish Residential Research Southern European Research Student Housing Research Surveys Sustainability UK Regional City Commercial Research UK Residential Research Valuation World Research Access Issues Agribusiness Building Consultancy & Architectural Services Business Accounting Compulsory Purchase & Compensation Conditional Exemption Contract Farming & Joint Ventures Country House Consultancy Development Energy Estate Management & Consultancy Family Office Services Farm & Estate Sales & Purchase Film Locations Forestry Insolvency & Corporate Recovery Investment Landlord & Tenant Litigation and Dispute Resolution Mapping Minerals & Waste Management Planning Property Management Recruitment Rural Business Diversification Single Farm Payments & Quotas Sporting Taxation & Succession Planning

12 savills 33 margaret street london, w1g 0jd +44 (0)