Our Services

  • Access to institutional pricing in Equity and Fixed Income markets.
  • Work with large institutions and boutique middle market firms.
  • Strategic capital raising from Institutional and Accredited Investors.
  • Direct access to capital markets desks of major Wall Street banks.
  • Margin, securities-based lending, special purpose loans, leveraged loans, high yield and mezzanine financing.
  • Targeting growth-oriented companies with $1 million to $100 million in revenue.
  • Strategic capital raising from Institutional and Accredited Investors encompassing Venture Capital, Private Equity, Private Investment Firms, Family Offices, Sovereign Wealth Funds, Endowments, UHNWIs, etc.
  • Facilitate strategic partnerships, consult on product strategy, contract negotiations, customer acquisition, M&A considerations, etc.
  • Non-dilutive debt financing as an alternative to bridge rounds, utilizing our network of venture debt and revenue-based lenders to secure the most favorable terms for our clients
  • Our team will source, perform thorough due diligence, and review best in class managers, to find unique alternative investment opportunities:
  • Private Placement Securities
  • Business Development Companies
  • Real Estate, Private Equity
  • Venture Capital
  • Hedge Funds
  • Commodities
  • Managed Futures
  • Lending Funds

* Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

  • Comprehensive financial oversight of all liquid and illiquid financial assets, consolidated financial reports and performance analytics of all estate activity in accordance with an established Mission Statement.
  • Family-level financial reporting¬†
  • Tax planning, tax efficiency counseling including tax efficient investment strategies, consolidated performance and tax reporting.
  • Private equity research and reporting.
  • Real estate investment strategies and reporting.
  • Margin lending solutions
  • Philanthropy¬†
  • Family governance