FINANCIAL ADVISORY & CO-INVESTMENTS
Reliable Deal Source & Institutional Infrastrure
•First look of alternative investment opportunities (e.g. hedge funds, private equity, venture capital, real estate, etc.) vented by an experienced team of investment professionals.
•Opportunity to co-invest with other ultra-high-net-worth families in the U.S., sharing resource, infrastructure & due diligence costs.
•Opportunity to tap capital resource from cross-border ultra-net-worth families without tedious compliance procedures.