Direct Investments

When your interests, style, or entrepreneurial spirit lead you to direct investments, we curate exceptional opportunities to grow and preserve your family’s wealth.

Differentiated

Access distinctive private equity, debt, and real estate investments using the right vehicles, partners, and structures.

Advanced

Our global network of forward-thinking partners and entrepreneurs are among the first to identify opportunities.

Bespoke

Each investment is customized with your best interests in mind, instead of the investment manager’s.

Exceptional investing takes exceptional expertise and commitment.

A proven team with decades of entrepreneurial excellence and access to best-in-class investors and management teams.
A vast network with deep intel on potential investments, including company, industry, and sector knowledge.
A fanatically holistic approach, from balance sheet optimization for each investment to structuring term sheets to mitigate downside and provide added security.

Diligence is exhaustive, leaving no stone unturned

Fierce Approach

We comb through legal documents for time bombs, discrepancies, and boobytraps.
We ask all the tough questions to ferret out the known unknowns and unknown unknowns.

Complete Solidarity and Lasting Commitment

We align our interests with yours and often invest alongside you.
In some cases, we serve on the board of directors to provide activist oversight and influence.

Disclosure: There is no guarantee that direct investments will be profitable.

Meticulous Examination of All Angles

All opportunities are fully vetted to ensure a 360-degree fit, including unrelenting consideration of:

Fundamental investment and macroeconomic perspectives
Legal and tax implications
Balance sheet and risk management
Overall wealth structuring and optimization

Thought Leadership Spotlight

Direct Investments

Ultra-high-net-worth (UHNW) individuals’ interest in private market investments has grown substantially in recent years. Oliver Wyman predicts that over the next five years, illiquid/alternative UHNW investments will grow by 8 percent annually to $24 trillion by 2024. For those interested, significant value can come in having a team with the capabilities to help deliver, evaluate, and seize high-quality direct investment opportunities as part of their portfolios.