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Family Office

Family Office Advisory

Real property acquisition, disposition and portfolio strategy for family offices and private investors.

Scope

Daniel Kim & Associates advises family offices and private investors on real property: luxury residences held personally or through holding structures, multifamily and income property, pre-construction positions, and development land. The practice sources, underwrites, negotiates and executes. It does not manage funds, pool capital or sell securities. Every mandate is a real estate brokerage engagement under Ontario's Trust in Real Estate Services Act, executed alongside the client's counsel, accountants and, where relevant, tax and immigration advisors.

How an engagement runs.

  1. Mandate

    Objectives, constraints, holding structure, jurisdiction and reporting are agreed in writing before any property is discussed.

  2. Sourcing

    On-market, off-market and pre-construction opportunities that fit the mandate, with the reasons each is or is not presented.

  3. Underwriting

    Every asset is modelled before it is offered. Multifamily runs through the published standard underwrite. Residential runs through comparable analysis and carrying-cost modelling.

  4. Execution

    Negotiation, conditions, diligence coordination and closing, with counsel and accountants involved at the terms stage, not after.

  5. After Closing

    Disposition timing, refinancing windows and portfolio reviews on a schedule the client sets.

Principles

  • Capital preservation before yield.
  • Written allocation of every risk.
  • Conflicts disclosed in writing. The practice is compensated as a brokerage, not as a fund.
  • Confidentiality by default. No client is named without written consent.

Engagement details

Jurisdictions
Canada, wherever the structure and the numbers work, including for families based outside Canada.

Discuss a mandate.

Engagements begin with a direct conversation with Daniel Kim. Confidential, without obligation.

Request a Conversation

Daniel Kim & Associates is a team at Sotheby's International Realty Canada, Brokerage. Nothing on this page is investment, legal or tax advice, or an offer or solicitation of securities. Independent professional advice is required for every transaction.