WHOLE LIFECYCLE SERVICES

FIDUCIARIES AND LICENSED PROFESSIONALS

CONTINUITY OF CARE

Our structure gives institutional clients and other investors access across the investment lifecycle to a single-source arranger, registered investment advisor, and captive law firm.  Our flexible and diverse structure accommodates and fosters the growth of our clients.  As they scale, we can scale, developing systems to source sufficient opportunities while maintaining focus on client objectives across short or long timeframes.

We endeavor to optimize our support systems and our services in a way that reduces the burden otherwise borne by our clients, all with a view to allowing them the time and space and support needed to focus their full attention on the discrete or broad investment strategies and transactions that they choose.  Clients should neither be broadsided nor left entirely in the dark when it comes to the risks they take and the returns they make.  Consequently, for us, our structure and our ethos is steadfastly dedicated to transparency and reporting to our clients in the manner and to the extent they wish. 

SERVICES BY CLIENT TYPE

FAMILY OFFICE
SERVICES

INVESTOR AND ALLOCATOR
SERVICES

FUND SPONSOR AND DEVELOPER SERVICES

Philanthropic and Social Impact Programs

  • Tax Planning

  • Endowment Creations

  • Charitable Bond Program

  • Alternative/Illiquid Asset Donation

  • Social Impact Investing

Wealth Management

  • Investment Strategy and Allocations

  • Private Equity Assessment and Access

  • Alternative Investment Structures

  • Fiduciary Capital Management

  • Private Insurance and Annuities

Trusts, Estates, and Legacy Planning

  • Succession Planning

  • Corporate Structure Optimization

  • Trusts and Estates Structuring

  • Cross-Border Wealth Management

  • Tax and Risk Liability Analysis

  • Planned Giving

Structured Products

  • Principal Protection and Credit

  • Enhancement

  • Default-Free Loan Structures

  • Custom Structured Product Creation

  • Cross-Border Credit Facilities

Proprietary Fund-of-Fund Strategies

  • Private Investment Access

  • Real Estate and Natural Resources Deal Flow

  • Discretionary Management

  • Long/Short Equity Fund Feeders

  • Leveraged Cash Accounts

  • Institutional Investment Leverage

Advanced Asset Protection and Tax Strategy

  • PPLI and IUL Insurance Products

  • Opportunity Zone Capital Gains Program

  • Investment Tax Credit Programs

  • Bankruptcy Remote and Creditor Protection Structures

  • Cross-Border Asset Protection

  • Cross-Border Reinsurance

Securities Structuring and Placement

  • Fund Sponsors

  • Private Securities Underwriting

  • Private Securities Placement

  • Business Modeling and Planning

  • Securities Law Expertise

  • Capital Sourcing Network

Private Deal Flow Sourcing

  • Private Offering Evaluations

  • Proprietary Investment Sourcing Network

  • Business Model and Plan Analysis

  • Private Equity and Hedge Fund Community Network

  • Venture Capital Community Network

  • Private Banking Community Network

Financial, Business Research, and Analysis

  • Frontier Industries Expertise

  • Robust Events Network

  • Alternative and Exotic Investments

  • Multi-Lateral and Cross-Border Structures

ENGAGEMENT ARCHTYPES

TRANSACTIONS AND INVESTMENTS

FOCUSED ADVISORY AND ASSESSMENT

STRATEGIC AUGMENTATION AND JOINT VENTURES

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. In those cases, we connect our clients directly to our most experienced principals to ensure that they are best able to define both goals and the means to achieve them. From there a proper team is assembled, budgets developed, and milestones established.

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 or identify a series of investment opportunities. Here we will seek to build a truly long-term and integrated relationship with our client that accounts for market and business realities, but more importantly on an arrangement that is most likely to result in a sustained, trusted, and reliable working relationships that lasts many years.