Institutional discipline. Private fiduciary alignment.
Four integrated practice areas, delivered with the rigor of a top-decile institutional allocator.
Outsourced Chief Investment Officer
Full discretionary management of your investment program. We assume the role of your investment office — designing, executing, and monitoring an institutionally-constructed portfolio across public and private markets.
- —Strategic asset allocation grounded in your liquidity and return objectives
- —Manager research, due diligence, and selection across all asset classes
- —Private markets program design — PE, venture, private credit, real assets
- —Risk, liquidity, currency, and exposure oversight
- —Institutional-grade reporting and performance attribution
Multi-Family Office
An integrated platform serving the full balance sheet of a family enterprise — investments, governance, structuring, philanthropy, and education — under one fiduciary roof.
- —Consolidated reporting across all entities and custodians
- —Coordination with estate, tax, and legal advisors
- —Trust, entity, and cross-border structuring oversight
- —Philanthropy and foundation investment management
- —Next-generation education and governance frameworks
Direct & Co-Investment Sourcing
Proprietary access to direct deals and GP-led co-investments, underwritten with the same rigor as institutional limited partners. We bring conviction, not breadth.
- —Direct private equity and growth equity opportunities
- —GP-syndicated co-investments at preferred economics
- —Private credit and structured opportunities
- —Real assets — infrastructure and select real estate
- —Independent diligence and governance review
GP Diligence & Manager Access
Decades of relationships with capacity-constrained, top-decile managers. We provide access where it cannot be bought, and diligence where it cannot be outsourced.
- —Access to closed and oversubscribed funds
- —Independent operational and investment due diligence
- —Side-letter negotiation and fee optimization
- —Ongoing manager monitoring and governance