Services

Comprehensive investment solutions designed for high-net-worth individuals seeking to build and preserve generational wealth.

Public & Private Markets

We navigate both public and private markets with equal sophistication, identifying opportunities traditional wealth managers overlook. Our approach combines liquid public market positions with exclusive access to pre-IPO opportunities, direct deals, and structured private investments.

  • Strategic equity positioning in high-growth sectors
  • Direct access to pre-IPO and late-stage private companies
  • Hedging strategies for risk management and downside protection
  • Cross-market arbitrage and relative value opportunities
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Tax-Efficient Structures

For high-net-worth individuals, tax optimization isn't optional—it's essential. We design sophisticated structures that minimize tax leakage while maintaining flexibility and control. Every percentage point saved compounds over decades.

  • Entity structuring for optimal tax treatment
  • Capital gains harvesting and loss offset strategies
  • Estate planning and wealth transfer optimization
  • Charitable giving strategies that preserve wealth

Real Estate Strategies

Real estate remains one of the most effective vehicles for building and preserving wealth—when approached strategically. We focus on tax-advantaged structures like Qualified Opportunity Zones and strategic market positioning in high-growth corridors.

  • Qualified Opportunity Zone (QOZ) investments
  • 1031 exchange structuring and execution
  • Direct property acquisition in emerging markets
  • Real estate private equity fund access
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Digital Assets

Our early conviction in digital assets has been validated by time and returns. We approach cryptocurrency and blockchain investments with the same rigor we apply to traditional markets—combining fundamental analysis with deep technical understanding.

  • Core cryptocurrency holdings (BTC, ETH) with secure custody
  • Strategic altcoin positioning in emerging protocols
  • DeFi yield strategies with risk management
  • Blockchain infrastructure and mining investments

Private Capital Placement

Access is everything in private markets. Through our network and reputation, we secure allocations in oversubscribed deals and proprietary opportunities that never reach institutional desks. These investments often represent the highest-conviction opportunities in our portfolios.

  • Pre-IPO equity in high-growth private companies
  • Direct venture capital and growth equity deals
  • Co-investment opportunities alongside leading funds
  • SPV structuring for syndicated investments
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Private Equity Secondaries

The secondary market for private equity interests offers unique opportunities to acquire proven assets at discounts to intrinsic value. We target established funds with clear paths to liquidity, reducing the J-curve effect while maintaining upside potential.

  • Secondary fund interests at attractive discounts
  • Direct secondary purchases from LPs seeking liquidity
  • Tail-end portfolio acquisitions with near-term exits
  • GP-led continuation vehicle opportunities

Working With Select Clients

Our services are designed for high-net-worth individuals who value independent thinking, understand the importance of long-term positioning, and seek partnership rather than just portfolio management.

$5M+
Minimum Relationship Size
5-10
Year Investment Horizon
100%
Fiduciary Standard

We maintain a deliberately limited client base to ensure every relationship receives the attention and customization it deserves.

Quality over quantity. Always.