HOw we work

DIVERSIFIED STRATEGIES

We believe certain types of investment opportunities are best targeted with a diversified approach. We provide access for clients who value our thought leadership, due diligence, and sourcing expertise. We are always the largest investor in our strategies and our scale provides access to opportunities otherwise unavailable.

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