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Private portfolio advisory
The same senior, institutional-grade oversight we apply to commercial and retail portfolios, brought to privately held residential, lifestyle and investment property.
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A trusted advisor, not a traditional property manager
We act as the owner’s advisor and project manager – coordinating the trades, contractors and service providers that keep a private portfolio performing, protected and ready – without the owner needing to manage it directly.
Designed for family offices and private owners of multiple or high-value properties who want independent oversight of their portfolio, delivered with the same rigour we bring to institutional clients.
Private real estate capability
Delivering strategic asset solutions with deep industry expertise
- Property condition assessment & lifecycle planning
- Asset condition & register audit
- Contractor & vendor sourcing, vetting and performance management
- Budget preparation & forecasting for capital and operating costs
- Compliance, insurance & risk oversight
- Discreet, single point-of-contact coordination across multiple properties
- Renovation, upgrade & new-build project management
Available alongside or independently of portfolio management
For clients seeking broader oversight, Helm also offers Intelligent Remote Monitoring (smart home and building monitoring systems) and marine & vehicle asset management as separate, complementary service lines – available alongside or independently of portfolio management.
Who this is for
Family offices and private owners of multiple or high-value properties who want a trusted advisor, providing independent oversight of their portfolio – without engaging a traditional property manager or real estate agent.
Frequently asked questions
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What types of clients does Helm Asset Advisory work with?
We work with institutional owners, private investors, and family offices across retail, commercial, and mixed-use property in Western Australia.
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What’s the difference between your advisory and project management services?
We work with institutional owners, private investors, and family offices across retail, commercial, and mixed-use property in Western Australia.
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Do you work on both institutional and privately held property?
We work with institutional owners, private investors, and family offices across retail, commercial, and mixed-use property in Western Australia.
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Where are you based, and do you work outside Perth?
We work with institutional owners, private investors, and family offices across retail, commercial, and mixed-use property in Western Australia.
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Who will actually manage my project or portfolio?
We work with institutional owners, private investors, and family offices across retail, commercial, and mixed-use property in Western Australia.
Let’s talk about your next property or portfolio decision.
Based in Perth, working across Western Australia. Reach out for a confidential conversation.