This service leverages our unconstrained, absolute-return focus investment philosophy to assist wealth management firms in catering to the complex needs of wealthy families.
Our partner firms are leaders in their professional services fields, including:
Investment management across listed and private markets
Private market deal flow
Portfolio construction and asset allocation support
Investment committee support and representation
Reporting and analysis
Client communication collateral
Direct access to the insights of our family office investment team to support client conversations and events