As a sophisticated investor, you’re looking for investment flexibility. Private investment funds offer that flexibility as part of a small group of like-minded investors, whether that’s family, friends or a club deal.
A private fund allows you and your family to pool your investments into one structure.
Performance reporting across asset types, investment managers and custodians provides transparency, while satisfying the needs of individual family members.
We have the experience, technology and expertise to handle different asset classes, portfolios, fund structures and investor demands. So whatever choice you make, we can help.