We design and manage fully customized, tax-optimized, multi-asset investment programs based on an institutional quality investment approach.
We provide comprehensive portfolio management, on a discretionary or non-discretionary basis.
- Portfolio construction designed with an institutional quality team, process, and platform, combined with industry-leading tax and cost optimization
- Investment research following the proven principles followed by elite endowments: a focus on alignment and intrinsic value
- Integration of family’s direct investments within overall portfolio, including asset allocation, liability/risk management, and entity structuring
- Consolidated performance reporting (including on self-managed assets, including direct investments in real estate and operating businesses)
- Coordination of specialized solutions, including “completion” portfolios
- Tax-efficient portfolio transitions and tax sheltering of non-portfolio income using capital markets tools