Investment Management
Your wealth is a reflection of a lifetime of effort and the foundation for everything you aspire for yourself and your family. Strategic Family Capital offers integrated solutions and resources for investors seeking to preserve and grow wealth. We adhere to a macro approach to investing, focusing on secular themes, balanced diversification, and strong long-term performance. Our practice is specifically designed for the needs of high-net-worth individuals and wealthy families, providing institutional caliber wealth management with boutique service and support.
Designing solutions so you can enjoy peace of mind
Goal-based investing
Your portfolio will reflect our best thinking on the markets and your needs, working in concert with your financial and estate planning. We provide investments in traditional capital market portfolios, alternative assets, structured note strategies, as well as interesting and exclusive private investment and venture capital opportunities. Our investment selection will reflect combinations for prudent growth and income, taking into consideration your total financial exposure.
Investment selection that endures
Preserving irreplaceable wealth is the foundation for your family’s success today and for the road ahead. Sound diversification is accomplished by combining asset classes that complement over time. We focus on allocations that create stability throughout market cycles, giving you peace of mind to focus on what is most important to you and your family.
Comprehensive discretionary and advisory solutions
- Alternative Investments
- Public Equity Portfolios
- Hedge Funds / Long Short / Market Neutral
- Private Equity / Private Debt / Venture Capital Opportunities
- Private Offerings / Pre-IPO Opportunities
- Fixed Income
- Private Real Estate
- Structured Product Strategies / Income Producing Notes