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Real Estate

Buy, sell, structure, and finance as part of a holistic wealth strategy.

Overview

For many families, one of the most important wealth building blocks - and one of the most complex.

Sell, hold, develop, or restructure: the right answer rarely depends on market factors alone, but on the full strategic picture.

At Wealthgate, real estate is never treated in isolation. It is part of an integrated wealth strategy and should be handled as such.

Close-up image of a premium real estate facade.

From practice

An entrepreneur sold his life's work - while the company property had to disappear. Quietly. Without traces.

What sounds simple was highly complex in execution. A story about timing, discretion, and the art of turning many wheels at once.

Your Wealthgate Specialist

Personal care begins with personal responsibility.

Portrait of Elio Ballerini, Director Real Estate.

Elio Ballerini

Director Real Estate

At home in the real estate industry for over ten years. Together with his team, he has accompanied more than 900 transactions during this time — from single-family homes to commercial properties to larger investment portfolios. As a DEKRA-certified expert for property valuation, he brings solid expertise to every advisory engagement.

Shaped by his background in project management, he works in a structured, analytical way, always keeping the big picture in view. For him, good advice begins with listening and asking the right questions. And sometimes that also means honestly telling a client that selling may not be the best path.

Every client brings their own goals and challenges. My commitment is to develop the right solution with clarity, confidence, and foresight."

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