Family Office & Private Wealth
Access, structure and judgement for families and private investors.
We help families and private investors find, assess and complete direct investments.
Family offices, entrepreneurs after an exit and private investors.
Independent sourcing, due diligence and representation through to closing.
In more detail
We advise family offices, entrepreneurs and private investors on direct investments, co-investments and the transactions that follow a liquidity event.
Our role is independent: we source and assess opportunities, structure participation and represent the investor through to closing.
- Clients
- Family offices · Entrepreneurs · UHNWI
- Focus
- Direct · Co-investment · Real assets
- Role
- Sourcing to closing
- Approach
- Independent and conflict-aware
What our Family Office & Private Wealth work covers.
Direct Investment Sourcing
Private company opportunities that match the mandate.
Co-Investment Access
Participation alongside sponsors and institutional investors.
Investment Due Diligence
An independent assessment before capital is committed.
Post-Liquidity Planning
Deploying proceeds after an exit with a clear allocation and pace.
Portfolio Company Support
Board, financing and exit support for existing holdings.
Succession & Governance
Transactions that accompany generational change in ownership.
How we work with investors.
Define the mandate
Objectives, risk appetite, ticket size and horizon.
Source & screen
Opportunities filtered against the mandate.
Assess & structure
Diligence, terms and investment structure.
Invest & monitor
Closing and ongoing support for the holding.
Situations where clients bring us in.
Capital to deploy with discipline.
Moving from funds to direct holdings.
An independent view before committing.
Ownership and investment decisions across generations.
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