SERVICES
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.
INVESTMENT SERVICES
Quantitative and qualitative assessment
Strategic allocation design and implementation
Development of customized investment vehicles
Direct investments
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
TRANSACTIONAL SERVICES
- 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