Each client partnership begins with a simple question: How can we transform complexity into opportunity? Below are three engagements that showcase our tailored approach to wealth stewardship, combining innovative strategies with rigorous execution.
A Middle Eastern family office managing €180M in liquid assets sought Eurozone diversification beyond traditional equity markets.
Dutch transfer taxes for non-EU buyers had risen to 15% in 2023, eroding projected returns.
Limited access to prime Amsterdam properties due to competitive bidding from institutional funds.
Identified undervalued opportunities in Amsterdam’s Zuidas district, where commercial-to-residential rezoning plans promised 20–25% appreciation over five years.
Established a Dutch BV (Besloten Vennootschap) to acquire properties, reducing transfer tax liability to 8% through a hybrid leaseback model.
Secured a 12-year lease agreement with a leading multinational tenant, guaranteeing annual rent increases of 2.5% and covering 90% of maintenance costs.
Reinvested 30% of annual rental income (€840k) into acquiring adjacent properties, leveraging economies of scale for reduced management fees.
Achieved through €1.1M/year rental income and 18% capital appreciation on the initial €25M investment.
Reduced effective tax rate to 10.3% (vs 21% EU average) via dividend recapture and depreciation strategies.
The portfolio grew from 8 to 14 properties, now valued at €34.7M, with a 92% occupancy rate.
A UK-based family with a £120M net worth sought to address youth homelessness while optimising a £6M charitable commitment.
Existing donations achieved only 32% success in transitioning beneficiaries to stable housing.
High administrative costs (22% of funds) diverted resources from direct impact.
Collaborated with experienced organisations focused on youth development to design an outcomes-based funding model tailored to the family’s goals.
Established a Charitable Incorporated Organisation (CIO) with a three-tier grant system:
Tier 1: Emergency housing (6–12 months)
Tier 2: Vocational training via partnerships with educational institutions and training providers
Tier 3: Mental health support through professional counselling services
Implemented a real-time dashboard tracking 15 KPIs, from job placements to long-term housing retention.
87% retained housing for over 12 months, exceeding sector averages by 35%.
Reduced administrative overhead to 11%, freeing resources for direct programme funding.
Generated £2.1M in matched corporate donations through a government-backed incentive scheme.
Claimed £1.4M in Gift Aid relief, reinvested into mentorship programmes boasting a 79% job-placement success rate.
A consortium of four European families pooled £45M to target private credit opportunities unavailable to public investors.
Traditional fixed-income instruments offered sub-4% yields, insufficient for their 12% IRR target.
Limited transparency in mid-market buyouts raised concerns about collateral quality and borrower reliability.
Leveraged relationships with boutique investment advisors to access a senior-secured loan facility financing three mid-market acquisitions across diverse industries, including logistics, consumer goods franchising and healthcare technology.
Conducted comprehensive borrower reviews including forensic accounting of EBITDA margins (minimum 18%) and stress-testing against macroeconomic scenarios such as interest rate hikes or supply chain disruptions.
Collateral: First lien on £68M in combined enterprise assets.
Terms: 14% annual coupon with additional equity upside via detachable warrants.
Exit: Built-in refinancing options at 18 months or trade-sale triggers.
Delivered through £6.3M in interest payments and £2.7M from warrant redemptions over two years.
Zero defaults across all three loans, with two borrowers refinancing early at premium valuations.
Successfully replicated the model in 2024 with a €30M facility targeting renewable energy infrastructure investments.
Whether you’re ready to explore tailored wealth strategies or have questions about our services, Linq Wealth is here to help. Contact us using the form below or the details provided—we look forward to connecting with you.
Prefer to reach us directly? Here’s how you can connect:
Email: office@linqwealth.com
Phone: +44 2045770233
Office Address: 3 Westfield Ave, Stratford Cross, London E20 1HZ.
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