Four pillars of comprehensive wealth stewardship for multi-generational families
Our investment philosophy centers on the deployment of patient capital across a diversified portfolio of alternative assets, designed to generate attractive risk-adjusted returns while protecting principal.
We provide access to premier private equity funds, venture capital opportunities, and direct co-investments that deliver the scarcity premium. Our families participate in transactions typically reserved for institutional investors, benefiting from superior economics and alignment.
We offer first-access to illiquid assets that deliver outsize returns, making the long lock-up periods a minimal consideration for true generational wealth. These opportunities consistently outperform public markets while providing diversification benefits.
Every investment is evaluated not only for its return potential but also for its tax implications. We employ sophisticated structures—including offshore vehicles, opportunity zones, and qualified small business stock strategies—to minimize tax drag on portfolio returns.
Each family's portfolio is uniquely constructed to reflect their risk tolerance, liquidity needs, philanthropic goals, and generational objectives. We do not believe in one-size-fits-all solutions.
True family office service extends beyond investment management to encompass the full spectrum of wealth stewardship, including lifestyle management and specialized advisory.
We structure and administer dynasty trusts, grantor retained annuity trusts (GRATs), and other sophisticated vehicles designed to transfer wealth tax-efficiently across generations while maintaining family control and values.
Strategic philanthropy is an integral component of family legacy. We advise on the establishment of donor-advised funds, private foundations, and impact investing strategies that align charitable giving with family values and tax optimization.
Our specialized team manages the acquisition, insurance, storage, and eventual disposition of fine art, rare collectibles, and other passion assets. We work with premier auction houses, galleries, and private dealers to ensure optimal outcomes for our families.
The successful transition of wealth between generations requires careful planning, robust governance structures, and the education of rising family members.
Our families often have assets spanning multiple countries and jurisdictions. We coordinate with elite estate planning attorneys worldwide to ensure seamless succession planning that optimizes for tax efficiency while respecting the unique legal frameworks of each jurisdiction.
We offer comprehensive education programs for rising family members, covering investment philosophy, governance principles, philanthropic strategy, and the responsibilities of stewardship. These programs ensure that future generations are prepared to carry forward the family's values and capital.
We facilitate the creation of family governance documents that codify values, decision-making processes, and conflict resolution mechanisms. These constitutions serve as the foundation for multi-generational unity and purpose.
Preserving capital requires not only wise investment but also sophisticated risk management and liability protection strategies.
We employ advanced hedging techniques—including options strategies, currency hedging, and portfolio insurance—to protect portfolios during periods of market dislocation. These strategies are tailored to each family's unique risk profile and liquidity constraints.
For families with significant operating businesses or complex liability exposures, we structure captive insurance companies, implement asset protection trusts, and coordinate with specialists to ensure comprehensive risk mitigation.
In an era of increasing digital threats, we provide guidance on cybersecurity best practices, data privacy, and the protection of family information. Discretion and security are paramount to our service model.