After 10 years of developing our family office business, we know that families are all too often overbanked, overcharged, and underserved.
We bring curated deal flow in a structure that provides a full seat at the table along side institutional investors, and maintain the investment for you with monitoring, reporting and tax records. We can act as a facilitator, or provide a full suite of services as an "outsourced" CIO.
And, when it's time for a family business acquisition or divestiture, we have dedicated expertise to find you the best partner and the right capital.
Look to us to help you build your direct investment portfolio with the right deals and the right stewardship.