Our Network
The partners we source and execute with.
Developers, galleries and funds we partner with to originate and execute — across private equity, venture, real estate and fine art. Full roster on request.
Family Office Advisory
An institutional outsourced investment desk for private capital. We source off-market, diligence independently, and execute across private equity, pre-IPO, trophy real estate and fine art.
The Mandate
Institutional-grade opportunities increasingly sit outside open auctions and bank-syndicated channels. We are the family's outsourced investment desk — bringing curated, off-market deal flow, independent diligence and LP-equivalent terms, without an in-house team.
We act as the principal's diligence arm, never the seller's. Confidentiality on identity and capital scale is absolute, and we are paid only when you transact.
Five asset classes. One desk. A relationship built to see what the market does not show.
Presence
The Approach
We workshop investment thesis, return objectives, liquidity needs and exposure limits directly with the principal.
We filter live, off-market opportunities through our network and present only mandate-fit deals — never a placement agent's book.
Independent commercial, financial and legal review, with reference calls and modelling benchmarked against the market.
Term negotiation, closing oversight and reporting. Typical liquid mandate-to-close: six to ten weeks.
Coverage
Pre-IPO & Venture
Late-stage primaries, secondaries, single-asset SPVs and employee tenders into category-defining private companies.
Private Equity
GP-led co-investments, LP commitments, secondaries and continuation vehicles alongside top-quartile sponsors.
Trophy Real Estate
Prime residential, mixed-use, hotel joint ventures and development finance — off-market and at the principal level.
Fine Art & Collectibles
Private treaty sales and advance allocations across modern, post-war and contemporary masterworks, with verified provenance.
Our Network
Developers, galleries and funds we partner with to originate and execute — across private equity, venture, real estate and fine art. Full roster on request.
Selected Mandates
Pre-IPO Secondary
Implied valuation · closed in 6 weeks
A primary-equivalent secondary structured through a single-asset SPV, carry waived, priced inside the secondary spread.
Venture Co-Investment
Co-invest commitment · 1/10 fee & carry
A low-fee, no-carry co-investment alongside a frontier-aerospace round, with full information rights and a follow-on right.
Fine Art · Private Treaty
Transaction value · 2 weeks
A museum-quality work surfaced off-market ahead of any auction consignment, with archive-verified provenance.
Engagement
No monthly or quarterly fees during sourcing, diligence or term negotiation.
No engagement, setup or diligence fee. Our work is at risk, with walk-away rights at every stage.
A single success fee on closed and funded deals — typically 1.5% to 5.0%, tiered downward with size.
Engagement is limited to a small number of family-office mandates each quarter, to ensure dedicated capacity.
Begin
A thirty-minute discovery with the principal.
Pictured: the Rockefeller brothers, whose office became the template for the modern family office and the disciplined stewardship of private capital across generations.