Unlocking Capital: How We Unlocked €15M for an UHNW Family
Highlights
Location: Mallorca
Date: June 2026
Facility Size: €15 million
Purpose: Funding partnership with a UHNW family
We executed a €15 million asset-based funding across two years which was tailored around the family’s real estate assets. This sophisticated structure unlocked capital based on equity value without disrupting asset management.
- Matt Meehan Partner and Director at Lyford
For UHNW families, premier real estate is more than an asset it is an engine for growth. However, when investment opportunities arise, the challenge lies in unlocking capital swiftly without disrupting a portfolio.
A prominent UHNW family holding a premier property portfolio in Mallorca, Spain needed to fund new global investments and optimise their existing capital structures. The transaction required navigating complex cross-border dynamics under strict timelines, all while maintaining the absolute confidentiality expected by family offices.
The Solution:
Financing from existing property portfolio
The Outcome:
Seamless growth
Immediate Liquidity:
Capital was deployed swiftly without liquidating core holdings.
Preserved Appreciation:
The underlying assets remain intact, allowing the family to capture future market growth.
Privacy:
The transaction was executed with total discretion.
Wealth is global. Capital should be seamless.
Real estate shouldn't lock up wealth; it should catalyse it.
Explore Tailored Liquidity Solutions, Discover how Lyford structure flexible capital structures.
