Recent Transactions | HTL Private Office

3 Articles Found

HTL Private Office - Recent Transactions Posted on 3 Dec 2025

Commercial Finance Tender – Strategic Funding & Refinancing

What was the situation? A 100-year-plus family business operating in the commercial sector with over 200 franchise sites nationally held multiple existing commercial and corporate facilities totaling...

HTL Private Office - Recent Transactions Posted on 14 Oct 2025

Strategic Refinancing and Debt Optimisation for a High-Net-Worth Family

What was the situation? A high-net-worth family held multiple investment, owner-occupied, and commercial loans totalling approximately $19 million. Loans were mostly interest-only, rates were above ma...

HTL Private Office - Recent Transactions Posted on 29 Aug 2025

When Success Creates Complexity: A Private Office Approach to Reclaiming Financial Control

At HTL Private Office, we frequently encounter clients who appear successful on paper, boasting thriving careers, growing families, and significant assets accumulated over time. However, behind the s...