Treecrest Family Office, founded in 2015 as a single-family office, has evolved into a multi-family office focused on commercial real estate investment and active asset management of privately owned portfolios.
Known for its strong presence in Salt Lake City and New York City, Treecrest is a vertically integrated investment company specializing in complex real estate investment strategies.
Principals, as investors or advisors, have been involved in over five billion dollars of real estate transactions.
Expertise in office, industrial, retail, self-storage, and multifamily assets across strategic markets.
Expertise
The Principals of TFO have decades of experience investing in diversified asset classes from office, industrial, retail, self-storage, and multifamily assets across the United States.
We provide investors with regular, customized reports detailing their real estate asset performance–offering a clear overview of your portfolio, including key performance metrics, risk analysis, and relevant market trends.
Treecrest offers personalized strategies and total management for your portfolio. Our work spans from complex financial structuring and strategic acquisitions to the diligent oversight of daily operations and transparent reporting, all designed to achieve your long-term investment vision.
Treecrest simplifies the path to powerful tax deferral through 1031 exchanges. We guide you every step of the way, from connecting you with top-tier Qualified Intermediaries and advisors to sourcing quality, investment-grade replacement properties designed to meet your immediate needs and achieve your long-range financial goals.
Treecrest's portfolio management is structured to help our investors make the best decisions possible for their long-term objectives. Our expertise encompasses a large range of asset classes, including private equity, hedge funds, and direct investments, ensuring a diversified and strategic approach to portfolio construction.
Our estate planning services ensure the preservation, protection, and a seamless transfer of wealth. We facilitate comprehensive estate strategies by coordinating with a private network of top-tier estate attorneys, tax strategists, and financial advisors.
Treecrest provides partner families the specialized expertise and comprehensive services typically found in a traditional family office. We build each relationship upon clear understanding, gained through a direct discussion of your family's present situation, immediate priorities, and long-term goals.
Our approach is built on a foundation of core values and principles that guide every investment decision.
