Case Studies

Through real-world solutions and tailored execution, Trinity has consistently delivered impactful results for family offices and institutional partners. From strategic acquisitions to succession planning and portfolio optimization, our case studies showcase the value we’ve created and how we can do it again.

Family Governance & Structuring Clear
Three generations of a family gathered around an outdoor table, symbolizing multi-generational wealth planning through real estate investment

MOVING FORWARD, TOGETHER

To meet its ambitious goal of building wealth for the next generation, one Seattle-area family office wanted best-inclass real estate guidance combined with a personal touch. We supplied a tailor-made portfolio strategy, systems for
bringing it to life, and a ready ear on the other end of the phone.

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Aerial view of Gig Harbor marina with boats and waterfront property, highlighting coastal real estate investment opportunity

ALIGNING LEGACY AND GROWTH

Addressing the Long-Term and Short-Term Needs of a Family Office’s Real Estate Portfolio

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Skyline of Madison, Wisconsin with State Capitol building at sunset, representing family office real estate investment in urban core

STRATEGIC TRANSFORMATION OF A MULTI-GENERATIONAL FAMILY OFFICE

Positioning a Wisconsin-Based Real Estate Family for Long-Term Growth & Sustainability

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Anhalt Apartments courtyard with historic Tudor architecture and lush landscaping in Seattle multifamily real estate asset

Anhalt Apartments

How to restore a Tudor gem to its former luster? Work with the city and the neighborhood to create 39 energy-efficient apartments, resolve environmental issues, and secure historic-landmark designation.

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