OPEN-SOURCE PLATFORM BUILDING HIGHLY CUSTOMIZED SOLUTIONS

Through our well-vetted network of strategic partners, we provide access to a highly competitive and flexible platform that delivers customized asset management strategies and credit solutions for all our clients—whether they are entrepreneurs, successful professionals, or families with generational wealth.

ASSET MANAGEMENT

As a successful individual, your time is valuable. The ever-increasing complexity of investment management can make coordinating decisions a full-time job. You certainly understand the sense of relief that can come from placing the time-consuming responsibility of managing your wealth in the hands of financial professionals acting on your behalf and in your best interest.

We offer a diverse range of discretionary and non-discretionary solutions across a multitude of asset classes, currencies and global custodial platforms, designed for the sophisticated needs of high-net-worth clients.  Our experienced team works together with you to ensure proper execution of your investment goals. Ongoing communication and transparency help ensure the strategy and portfolio remain consistent with your objectives, overall allocation, risk appetite, and preferences.

 

CREDIT SOLUTIONS

Our experienced professionals are able to structure credit solutions to meet your needs for liquidity, including asset-back lending, securities-backed lending, life insurance lending, structured loans, residential loans, project financing, complex asset financing, tax planning solutions, as well as specialized guidance on cross-border issues.  We understand the complexity that families and entrepreneurs are faced with when implementing leverage. Our solutions take risk management, lender diversification and tax impacts into consideration.