INVESTMENT SERVICES

We offer tailored access to public and exclusive private market opportunities, including proprietary direct investments and emerging managers, with a focus on optimizing risk, return, and tax efficiency.

EXCLUSIVE PRIVATE MARKET ACCESS

TAILORED PORTFOLIO CONSTRUCTION

EMERGING MANAGER SEEDING

Exclusive traditional and alternative investment funds in public and private markets

Access to proprietary direct investments and attractive co-investments

Customized portfolios designed to optimize risk/return and minimize tax

Seeding of promising emerging managers who are spinning out of reputable firms

DIRECT INVESTMENTS

Proprietary direct investments to be offered over time

Clients benefit from our deep relationships across the financial sector and unique access to industry and asset class experts’ proprietary deal flow.

CO-INVESTMENTS

Co-investing alongside best-in-class managers

with favorable terms

GP STAKING

Seeding promising new launches/spin-outs

Unique risk/reward proposition

Typically structures as a percentage of GP profits

CUSTOM HEDGING

Risk management hedging solutions

SEMI-LIQUID AND LIQUID THIRD-PARTY FUNDS

Hard-to-access hedge fund, private credit and private equity opportunities

Our expertise in capital allocation and principal investing creates

a sophisticated platform specifically responsive to

ultra high net worth families.

Prioritizing tax sensitivity in all investment decisions
Identifying complexity premia through deep industry and technical expertise
Structuring investments in the optimal legal form—funds, SMAs, LPs, SPVs, etc.
Implementing insurance wrappers and tax-advantaged strategies
Leveraging the ecosystem of our principals and clients to unlock opportunity
Pursuing appreciation while mitigating risk through thoughtful security selection and customized hedging