Our approach is designed to determine the rationale for:

 

  • Utilizing endowment-style investing approaches for wealthy families, family offices, and institutions.

 

  • Allocating to the most sensible asset groups and fund managers.

 

  • Acquiring strong analytical talent for endowment-style funds within family office groups.

 

Our approach is intended to fund future generations by maintaining an ongoing legacy through the protection and growth of principal.

 

Objectives
Focused Approach
 

“Single family offices are absolutely on the increase. Let alone domestically here in the US, but unquestionably around the world.”

 

– TOP AMERICAN FAMILY OFFICE LEADER