For US and international family offices and investors.
Most families arrive here through a private banker, US counsel, or a CPA. REST Equity Partners works alongside those advisors as the finance lead the family doesn't yet have in the US: the entity and reporting set-up, the banking and lender relationships, oversight of operators and property managers, and the board reporting the family acts on from abroad. We have done this in both directions, for foreign owners in the US and for US groups abroad, in English, Portuguese, and Spanish. We convert your needs into a workplan that leads to less total spending, more focused and timely results, with right-sized governance and clear scopes for each set of advisors.
What we take on, and what stays with your advisors.
- Entity and reporting set-up
- Reporting by entity and by asset from day one, consolidation across jurisdictions, audit readiness for the investors and lenders who will ask.
- Banking and capital
- US bank relationships, lender introductions, and debt structured on numbers a US lender trusts.
- Operators and property managers
- Selection, oversight, and reporting that separates how the asset performs from how the manager performs.
- Board reporting
- A package the family can act on from abroad, with the economic consequences of each decision understood before anything is signed.
- What stays with your advisors
- Legal structuring with counsel, tax positions with your CPA, investment policy with the family. We coordinate and optimize; we don't replace.
Two situations, and what happened.
From operating businesses to a family office
Three generations, a construction company losing $35M in two years, two hotels, a development site, decisions made on familiarity rather than on an agreed financial basis. From our first year we put one thesis to the board: exit the operating businesses, reposition what is worth keeping, move to passive capital. Returns from 3% to 12%. One US employee, overseen from Istanbul.
Rebuilding financial controls across international entities
A global developer's Brazil region had restated its financial statements to sovereign wealth funds and global pension funds. We were brought in to fix it and help it scale: New York-level controls in country, transaction memos agreed with auditors before year-end, interim audits, time on the ground in Portuguese. No consolidation error for the rest of our tenure. $3B+ of new capital followed.
Languages and geography
English, Portuguese, Spanish. US-based, working nationally and cross-border. Fourteen countries worked in across 35 years in finance, including opening a Mexico City office and running finance for a region of 101 entities across seven jurisdictions. Conversations in English, Portuguese, or Spanish.
Questions families and their advisors ask.
Do you work with foreign investors entering the US?
Yes, and in both directions. We act as the finance lead across counsel, tax, banking, and operators, in English, Portuguese, or Spanish.
Do you work alongside our existing counsel and CPA?
Yes. Legal structuring stays with counsel and tax positions with your CPA. We coordinate the finance, banking, reporting, and operator side so each advisor gets what they need, when they need it.
Do you earn fees from lenders or brokers?
No. Fees are fixed or time-based, with a success fee only where it keeps our interest aligned with yours.