A broad, old tree standing alone in a field
Pillar 03 · Private Capital

The endowment model, executed.

WEALTH · CAPITAL · OPPORTUNITIES

How families organize, preserve, deploy and grow capital.

What We Do

Family capital, managed like an institution.

Family Endowment

Turning family wealth into permanent family capital: an institution, not a portfolio.

The Family Endowment Model →

Private Investments

Curated access to private and alternative opportunities, structured deal by deal.

Wellness Real Estate

Quality-of-life real estate in the U.S., Latin America and Southern Europe.

Trust & Corporate Structures

Holding companies, trusts and SPVs that hold family assets cleanly, set up with legal counsel.

Signature Framework

The Family Endowment Model

Family Wealth Architecture

Turning family wealth into permanent family capital: an institution, not a portfolio.

01

Capital

Organize, preserve and deploy the family's assets under one long-term policy.

02

Governance

Clear owners, roles and rules for how decisions get made.

03

Distribution

A disciplined policy for what the family draws, reinvests and gives.

04

Legacy

Values, philanthropy and next-gen stewardship that outlast any one generation.

A governance framework for family capital, not an investment strategy.

Real Estate as a Service

Real Estate Advisory & Investment

You Own · We Manage
100% outsourced end-to-end service

Personalized Managed Solution

From forming an LLC to portfolio creation, asset management, and property development.

100% passive opportunities

Investment SPV Platform

For investors who want exposure without sourcing or running the deal, we create and manage opportunities worldwide.

Target Markets
United States

Texas · Florida

Latin America

Mexico · Costa Rica · Panama

Europe

Portugal · Spain

UAE

Dubai

Private Investments

Quality-of-life real estate, one asset at a time.

Demand for wellness, longevity and lifestyle is reshaping how people choose where to live, work and spend. WAI sits between operators, developers and capital. Our sponsorship platform raises a single-asset vehicle for each deal, not a blind pool, so families know exactly what they own.

Sectors
Fitness Wellness & longevity clinics Retreats Hospitality Organic grocers Amenity-rich residential
How We Partner

Investing alongside proven operators.

Investors invest alongside proven operators, recognized developers and experienced sponsors in high-growth wellness businesses serving long-term demographic and lifestyle trends.

Our Role

We connect capital, real estate and operators, and design each investment around a proven operator.

01

Capital Partners

Private Investors · Institutional Investors · Capital Structuring

↓
02

Wellness Real Estate

Retail · Hospitality · Residential · Specialty Use

↓
03

Operators

Wellness · Longevity · Performance Health · Fitness · Active Lifestyle · Organic Products

↓
04

Real Estate Strategy

Acquisition · Build-to-Suit · Development · CRE Brokerage

How We Evaluate Opportunities

Every path starts with skin in the game.

Developers and operators show committed capital of their own before we commit ours.

1 · Ready-to-Go
Business ready, with capital

Concept, plan, financials, site and skin in the game

↓
7-day feasibility review

Does it fit our thesis?

↓
Yes

Partnership terms

No

Insight + advice

2 · Early-Stage
No plan or capital yet

A site spotted, or land or a building already owned

↓
We don't invest yet

Strategic recommendations and a consulting scope to get you ready

3 · Expansion
Sale-leaseback

Capital committed

New location

Pre-development capital

↓
7-day feasibility review

Same review, same standard

↓
Yes

Partnership terms

No

Insight + advice

Whether or not we invest, everyone gets substantive insight and recommendations.

Real Estate Representation

Property that serves the business, and the family.

As a licensed real estate professional in the State of Texas, WAI represents wellness, lifestyle and performance-health brands, and the tenants and investors behind them, in finding, acquiring, leasing and operating commercial properties.

We look at every property decision through the owner's long-term strategy, so each site serves both the operating business and the family's generational wealth.

A strategic advantage, not just a transaction.

Request a Conversation →
Who We Represent
Wellness brandsLifestyle brandsPerformance healthTenantsInvestors
The Full Cycle
  1. 01Market & site selection
  2. 02Underwriting & due diligence
  3. 03Lease & purchase negotiations
  4. 04Ongoing asset oversight

Texas real estate license #772705. TREC Information About Brokerage Services and Consumer Protection Notice are linked at the bottom of this page. For informational purposes only. Not an offer or solicitation to buy or sell securities.

One Chief of Staff · Four Pillars · One Plan

Disclosure: Williams Advisers International (“WAI”) does not provide investment, legal, tax, immigration, or financial advice, or offer or solicit the purchase or sale of any security or investment.