Published: March 27, 2026 · Last updated: April 30, 2026
A family office's mandate is not an individual buyer's
An individual buyer is choosing a residence. A family office is managing a portfolio. The first asks about the house; the second asks about holding structure, tax exposure, intergenerational paths, and the layers of privacy a principal requires.
Estates MK is built for the second conversation. We work in coordination with your legal, tax, and wealth advisors — designing acquisition strategy from the family's long-term allocation objectives rather than from a curated list of "hot listings."
Six modules of institutional-grade execution
Portfolio Strategy
From a primary residence to a multi-city portfolio — acquisition strategy designed against your family's allocation thesis, not from a list of showings.
Read in Chinese →Trust & LP Structure
Family trust, limited partnership, layered LLCs — holding structure built around governance and tax objectives, in coordination with your counsel.
Read in Chinese →Succession Planning
Estate-tax planning ahead of TCJA sunset, GRAT and QPRT pathways, multi-jurisdiction holding architecture for intergenerational transfer.
Read in Chinese →Cross-Border Compliance
AML/KYC documentation chain for all-cash closings, FinCEN reporting, multi-currency funding paths designed before the offer goes in.
Read in Chinese →Off-Market Access
More than 60% of Atherton transactions never reach the MLS. We work the relationship-driven inventory layer where the rarest assets actually move.
Read in Chinese →Discretion & Privacy
Information firewalls, anonymous closings, custom-designed disclosure architecture — privacy planned from inquiry through recording.
Read in Chinese →How we work alongside a family office
Mandate alignment
A working session with the family's principals and advisory team — counsel, CPA, wealth advisor — to lock objectives, holding-structure preferences, and discretion requirements.
Market mapping
Target communities narrowed against the mandate. Off-market sourcing engaged in parallel with on-market monitoring, calibrated to the family's timing.
Coordinated execution
Diligence, structuring, and compliance run in lockstep with the family's legal and tax teams — every documentation thread tied off before close.
Closing and aftercare
Property management referrals, neighborhood onboarding, and ongoing input into the family's broader Bay Area allocation as positions evolve.
Open a confidential conversation
Marie Wang and Kevin Mo handle every family office engagement personally. All conversations remain in strict confidence.
Marie Wang · DRE# 02110980 · Kevin Mo · DRE# 02127623 · Keller Williams Realty