Multi Family Office Platform as a Service
A comprehensive solution designed to address the unique challenges facing family offices in accessing differentiated private investment opportunities
The Challenge
Family offices typically enjoy cost-effective, broad access to traditional public market products via private banks and asset managers.
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However, they often encounter difficulties in sourcing differentiated, off-market, or non-standard private investments that better align with their bespoke objectives, risk appetite, and multigenerational wealth strategies
Our Solution
We leverage our extensive, cross-industry global network to source and curate access to a wide range of off-the-run investments and proprietary deal flow, often unavailable through mainstream channels.
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Where appropriate, we catalyze new opportunities by connecting counterparties based on a family office's risk appetite and strategic focus, surfacing distinctive trade ideas not typically found through mainstream channels.
Our Approach
We offer three tailored models of engagement, depending on the family office's preferences and objectives
Lead Investor Model
We originate and structure opportunities, inviting the family office to participate as a lead or anchor investor - often unlocking preferential deal terms and catalyzing participation from a broader syndicate of aligned investors.
Mandate-Driven Sourcing
Upon receiving a new mandate, we proactively identify and connect suitable family offices or investor groups that align with the opportunity's investment profile - sector, geography, stage, and risk characteristics.
Bespoke Deal Matching
We maintain an ongoing dialogue with each family office to understand evolving preferences and proactively source relevant opportunities tailored to those criteria.
Target Clients
We serve sophisticated investors and families seeking access to exceptional private investment opportunities
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Entrepreneurial Families Post-Liquidity
Successful business owners seeking new investment opportunities
First-Generation Capital Builders
Emerging wealth creators building investment portfolios
Operating Partners
Principals seeking access to private deal opportunities
Established Family Offices
Traditional offices seeking curated co-investment syndicates