ORIGINATION
We help to 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 source, identify and make introductions of prospective investments within our clients’ fields and market interests.
EXECUTION
We assist with transaction execution services by selecting and coordinating authorised advisor specialists to deliver structuring options for our clients’ direct investments while managing hands-on engagement with all stakeholders.
We conduct periodical review of investments alongside the advisors and manage ongoing relationships between our clients and their co-investors.
CONCIERGE
We assist our global families with appointment of and coordination of 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.