An extension of your team

Family Offices

You require exceptional resources to best manage and advance your family’s ultimate vision. We serve as a complement to your structure and add value by delivering compelling and exclusive investment opportunities, strategic banking options, and optimization strategies for closely held businesses. Our goal is to be your source of honest and open dialogue. We strive to develop meaningful long-term relationships built on trust and integrity, grounded upon confidence and full transparency.

Building personalized and comprehensive solutions for your needs

Exclusive Solutions

Delivering a personalized approach to wealth, while providing comprehensive services for investment management, capital market access, and liability planning. We offer interesting and exclusive private deal flow, venture capital opportunities and real estate solutions, invitations to co-invest, fund raising strategies, and high-quality institutional execution of concentrated and restricted equity positions through access to our partners extensive platform.

Collaborative Approach to Achieve

Your family is crafting a unique and durable legacy, bringing with it a combination of pursuits and capabilities. Our multi-discipline approach blends expertise in portfolio construction, tax efficient trust strategies, succession planning, as well as dynamic capital market and banking alternatives. We understand that the team approach is best for sophisticated families with complex structures.

Specialists in solutions for single family offices

  • Independent Advice – Free from Conflicts
  • Boutique Approach Working Solely in Our Clients’ Interest
  • Unique and Interesting Deal Flow in Private Market / Venture Capital / Alternative Investments
  • Access Capital for Growth through Equity & Debt Markets
  • Advice and Strategies for Businesses from Growth to Exits – Raise Capital, Sell, or Transition
  • Restructuring / Sale of Complex Assets / Real Estate Solutions
  • Private Placement Life Insurance / Premium Financing
  • Holistic Portfolio Management guided by Your Family’s Goals