HOw we work
DIVERSIFIED STRATEGIES
PRIVATE MARKET WEALTH CREATION
Diversified access to what we believe are the most attractive opportunities in private equity, venture capital, illiquid credit, and uncorrelated strategies.
PRIVATE MARKET INCOME
Diversified access to a variety of private debt strategies in multiple sectors designed to generate income outside of traditional fixed income markets.
PUBLIC MARKETS
Tax managed, active indexing tailored to the risk/return profile of each client And/or access to thematic, specialized managers in areas such as water, fintech, biotech, etc
DIRECT CO-INVESTMENTS
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.
NOTABLE DEALS:
HOLISTIC REPORTING
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.
CONTACT US
TAMPA
1700 S. MacDill Avenue, Suite 340
Tampa, Florida
+1-813-221-3400
LONDON
20 N Audley St
Mayfair, London
W1K 6LX, UK