We support our clients with a clear alignment of interests and reliable execution of all deliverables.
- Leading Business Owners & CEOs
- Private Equity Firms & Hedge Funds
- Family Offices
Strategic Investment Vehicles
- Differentiated Venture & Growth
- Special & Thematic Opportunities
- High Yield / Income Generation
- 4 Senior Partners with 100+ Years of Investment Experience
- Hardworking Associates & Committed Analysts
- Rigorous Due Diligence & Dedicated Client Service
- Family Tax, Trust & Estate Advisory
- Generational Continuity
- Philanthropic Goals
- Intimate client service
- Narrow focus on families with $100 million in investable assets
- Strong bias for families with philanthropic goals
- Detailed investment selection and oversight
- Open platform and broad institutional-level manager and investment research process
- Reasonable fee structures suitable for risk and performance delivery
- Extensive asset allocation and manager selection due diligence
- Secure custody solutions with Fidelity Family Office Services and J.P. Morgan
- Dynasty Financial Partners network partner serving middle and back-office coordination
- SS&C fund administration services
- Institutional reporting through Addepar Wealth Management Platform
- Trust & Estate Planning and structuring with eMoney Advisor
The personalized approach we take to managing each of our client relationships also informs our Investment Philosophy and Process:
- We believe that our investors benefit from a long-term view of capital markets and economic cycles, and we seek to provide exposure to secular themes that we believe will dominate global capital and investment allocation over the coming years.
- We understand that generating outperformance in public markets requires an awareness of cyclical and tactical trends. Short-term price or market dislocations along with catalysts can unlock material value over time.
- We trust our thorough diligence of managers across asset classes and geographies to optimize risk-adjusted returns over multiple market cycles.
- We seek to optimize strategies around our clients’ needs for tax efficiency, long-term growth, and current income in a risk-aware manner.
- Alignment, cost, and shared perspectives inform the development and management of our strategies.
- We provide a platform for multi-stage private, direct and co-investing opportunities, designed to accommodate our clients’ different investment needs.
- Our customized recommendations are driven by the size and stage of each investment opportunity, our clients’ liquidity realities and risk tolerance.
- Our independence allows for greater agility to help our investors make the optimal decision in the right timeframe.
- Our unique relationships with highly successful investors can help provide insight and opportunity to our team and clients for leveraging differentiated investments in a timely and aligned manner.
- External and internal due diligence along with regular Investment Committee meetings drive asset allocation, investment selection, sizing, and return expectations.