Residence Reality & Continuity Review

Understanding the residence before determining what should happen next.

Before discussing acquisition, sale, financing or renewal, DGF Private Office establishes the reality of the residence and the decisions that are actually required.

The review does not assume that every residence brought to the House should become a transaction.

The review may consider

  • Physical condition
  • Ownership and occupancy
  • Family use
  • Financial obligations
  • Documentation
  • Professional advisers
  • What has changed
  • What remains important
  • What the residence is capable of carrying next

The conclusion may be to retain, renew, reoccupy, lease, transfer, restructure, prepare for sale or defer action.

The four sections of the review

I

The visible reality

What can be established by observation, document and record.

  • Rooms
  • Materials
  • Technical condition
  • Documentation
  • Ownership
  • Financial commitments
  • Present use

II

The less visible reality

What the residence carries beyond its title and its condition.

  • Family expectations
  • Belonging
  • Memory
  • Responsibility
  • Future use
  • Conflicting intentions
  • Matters that remain alive

III

The decision field

The paths genuinely open to this residence, set out plainly.

  • Retain
  • Renew
  • Reoccupy
  • Lease
  • Transfer within the family
  • Restructure ownership through appointed advisers
  • Prepare for controlled sale
  • Defer action

IV

The outcome

DGF Private Office produces a concise Continuity Review or Residence Decision Memorandum setting out the established reality, the unresolved questions, the professional work required, the possible paths and the recommended next stage.

Legal, tax, technical and investment work is performed by appropriately authorised providers appointed for the matter.

Why the review comes first

A residence is often brought to a professional at the moment a transaction is assumed. The House prefers to establish first whether the transaction is the right question at all.

Where it is, the review becomes the foundation of the mandate that follows. Where it is not, the family is told so plainly.

Request consideration

A few considered sentences on the residence, the family circumstances and the reason the House is being approached are more useful than particulars.

Please do not submit passports, identity documents, bank statements, legal instruments, school records, medical information or other confidential material through this initial form.

The limits preserve the purpose

DGF Private Office is not a conventional family office, property portal, relocation company, private bank, law firm, tax practice, investment manager, construction company or concierge provider. The House is appointed for a defined matter of continuity. It does not assume permanent administration of the family's wealth, investments or general affairs.

Where an accepted matter requires specialist or regulated work, the House appoints or coordinates the appropriate professional.

DGF Private Office remains the point of continuity. Each appointed provider remains responsible for their professional work.

DGF Private Office is a service identity of DGF & Co Capital Services GmbH. Accepted mandates are entered into by DGF & Co Capital Services GmbH, registered in Berlin (HRB 219323 B), as identified in the engagement letter and legal notice.