OUR SERVICES

INVESTMENT  ORIGINATION & ARRANGEMENT

We foster deal-making for and between single family offices and help build customized co-investment portfolios that are designed to preserve, protect and grow their wealth. We identify prospective investments and potential situations within our clients' fields and market interests.

INVESTMENT  EXECUTION

We provide transaction execution services by selecting and coordinating specialists to deliver structuring options for our clients' direct or co-investments while managing hands-on engagement with all stakeholders. We conduct periodical review of investments and prepare reports and conduct stakeholders' briefings as well as manage ongoing relationships between our clients and their co-investors.

CONCIERGE SERVICES FOR GLOBAL FAMILIES

We can assist our global families with arranging and coordinating professional networks on which to base their compliance & risk management, investment management, immigration, succession and estate planning, private education, philanthropic planning, reputation management and other decisions which are dealt at single family offices level.

FUND STRUCTURING

With the help of our principal regulated AIFM and network of global specialists, we offer bespoke private segregated or “club” funds or fund of funds, both on shore and offshore, we can assist with the structuring for our clients’ private capital. We approach each investment with equal parts of optimism and pragmatism. As every client is different, we tailor each mandate on an exclusive basis.

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