Family Office / Institutional Advisory Model


  • Institutional Investor or Single/Multi-Family Office
  • Direct allocations to alternative fund managers
  • Strong appetite for differentiated investments in hedge fund, private credit, private equity, and real estate investments


  • Formalize research and investment process
  • Develop top-down asset allocation strategy
  • Onboarding and coverage of legacy holdings
  • Source, identify, analyze, and onboarding of new investments
  • Investment committee participation

Comments are closed.