HOw we work
Our global network of entrepreneurs, investment managers, and industry insiders provides access to high-quality direct and co-investment opportunities. Often, we can offer these co-investments on a deal by deal basis, capacity permitting. We source, diligence, and monitor all deals and invest significant capital in every deal.
Family offices spend huge amounts of time collecting, analyzing and consolidating financial information. Our reporting technology centralizes and simplifies data aggregation, analysis and reporting.
Clear, easy to read reports provide a comprehensive view of the assets we manage alongside the assets we do not. This reporting of your complete family financial picture facilitates open communication and more effective stakeholder collaboration. As your investments evolve over time, your historical data is preserved and knowledge transfer is seamless.
You have access to this any time, any place via a safe, secure online portal.
1700 S. MacDill Avenue, Suite 340
20 N Audley St
W1K 6LX, UK