Family Office 2.0 Lending

Liquidity without liquidation.

Capital secured by aircraft, securities and real assets, structured to the family’s timeline. No stock sold, no gains realized.

Request a private introduction Finance an aircraft

Private Lending

What we do.

  • Securities-Backed Lending Flexible capital against your portfolio
  • Real Estate & Aviation Finance Bridge and bespoke credit structures
  • Art & Collectibles Financing Liquidity without liquidation

Facilities

Capital against what the family owns.

Term loans, lines and bridges, sized to the asset and to the plan.

  • Aircraft loans Term loans secured by the aircraft, fixed or floating, with long amortization.
  • Securities-based lines Liquidity against the portfolio, without selling it.
  • Bridge facilities Short-term capital between transactions.
  • Construction progress payments Financing through a new aircraft’s build.

Indicative. Not a commitment to lend; subject to credit approval. Loans are secured, and recourse may put other assets at risk. Family Office 2.0 does not provide tax or legal advice.

A sample facility

Borrow against the aircraft, not the portfolio.

Indicative terms for a $10 million aircraft, funded by a term loan instead of a sale of stock.

  • Keep the portfolio invested No stock sold, no gains realized.
  • Tax-aware borrowing Structured so interest can be deductible where the law allows, coordinated with your CPA.
  • Built with Aviation One team sources, appraises and finances the aircraft.
Family Office 2.0 Indicative

Aircraft facility · term sheet

Loan to value 90%

Loan $9.0M Aircraft value $10.0M

Borrower
Family LLC (sample)
Collateral
Embraer Praetor 600E
Facility
$9,000,000 term loan
Term
7 years, 20-year amortization
Rate
Fixed or floating
Recourse
Personal guarantee
Indicative and hypothetical. Not a commitment to lend; subject to credit approval. A $10 million aircraft purchase funded by a $9 million term loan instead of selling appreciated stock. Tax figure assumes long-term capital gains at combined federal and state rates on a low-basis position.
  • Indicative terms Fixed or floating; seven years, with a twenty-year amortization.
  • Recourse A personal guarantee. Loans are secured, and recourse may put other assets at risk.
  • Subject to approval All credit is subject to approval, appraisal and documentation.

A small number of families. An exceptional level of attention.

If you believe there may be a fit, we welcome a private conversation.

Request a private introduction