Family Offices

We serve family offices by providing portfolio diversification and another engine of income outside of the main family revenue source. By offering private equity opportunities, we are able to help plan for the future, while utilizing the resources that families have today.

Charitable Organizations

Many charitable organizations lack a long-term wealth plan. We help our clients be good stewards of what they’ve been given, ensuring that their mission will be carried on generations into the future.

Institutional Investors

Our institutional investors look to us for private equity opportunities, much like our other clients. We help institutions gain access to a larger network of private equity deals than they otherwise might see, giving them other avenues to look to when placing capital.