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