PRODUCTS AND SERVICES
OUR CORE SERVICES
WHAT WE DO | WHY WE DO IT
It generally holds true that our clients will seek to engage us under one of three categories of assignments. These are based and scaled around multiple factors but are typically informed by the experience of our clients and how closely they have planned or extensively they have worked on their strategic objectives.
In many cases, clients will have a very clear objective in mind and simply be seeking for our team to execute on that objective as efficiently and cleanly as possible. In these contexts, we will work with the client to fully scope the job at hand and deploy an appropriate, well-balanced, and efficient team whose sole focus is achieving the objective.
In other cases, our clients will have a general goal in mind but do not know how to achieve that goal, or simply lack the time or resources to define it. Where these situations arise we seek for our clients to work most directly with our most senior people in order to best define the goal and means to achieve it. From there a proper team is assembled, budgets developed, and milestones outlined.
Lastly, and perhaps most commonly, our clients are looking to outsource entire functions, roles, or projects to our team on a fee-based, joint venture, or other structure that we collaborate to define. This type of engagement is typical when we work with a family or institution that is seeking to deploy capital to a particular country and asset class or address a talent gap in their own office. Here we will seek to build a truly long-term and integrated relationship with our client that accounts for market/business realities, but also importantly, the very core and often overlooked difference between immediate fee gratification and sustained, trusted, and reliable working relationships that last many years.
OUR CORE SERVICES
We are stewards, serving high-net-worth families and institutions seeking to realize identified financial and personal objectives. We do this by employing an intentionally designed internal structure that affords our clients the most access to assistance and visibility on outcomes.
Quantitative and qualitative assessment
Strategic allocation design and implementation
Development of customized investment vehicles
Managing pooled investments vehicles
Internal funds of funds development and management
Bespoke hedging strategies
Third-party fiduciary and custodial services
Fund and capital administration and oversight
Placement and fundraising support and project management assistance and fundraising management
Workouts and tax-related restructuring
- Debt and equity capital markets transaction management
Legal and financial function augmentation or control
Specific investment execution
Business, acquisition, or expansion integration
EB-5 whole lifecycle process management, tax, immigration, social impact, and other advisory solution development or management
Social impact transactions arrangement
Transactions leveraging exotic assets and intangible assets
Other niche and workstream transaction advisory