Strategic guidance on investing in private funds, co-investments, direct deals
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Private Investment SourcingCurated access to high-quality private market deals across venture, real estate, and growth-stage opportunities.
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Alternative Investment DiligenceIn-depth vetting and structuring support for direct deals, SPVs, and fund investments.
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Personalized portfolio strategies integrating private and public market exposuresPersonalized portfolio strategies integrating private and public market exposures.
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High-Net-Worth Wealth Advisory
Comprehensive guidance across investment, tax efficiency, estate planning, and liquidity planning.
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Secondary Transaction Advisory
Liquidity solutions for private company shareholders, including secondary sales and structured exits.
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Capital Raising & Syndication Support
Strategic fundraising assistance for operators and GPs, including investor outreach and structuring.
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Tax-Advantaged Investing
Strategies leveraging QSBS, Opportunity Zones, and other vehicles to minimize tax exposure.
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Family Office Consulting
Custom advisory services for single- and multi-family offices, including governance, reporting, and investment sourcing.
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Startup & Fund Introductions
Strategic connections between clients and vetted operators, GPs, and co-investment opportunities.
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Secondary Market AdvisoryProvide guidance on secondary transactions, such as the sale of existing limited partner interests or fund restructuring, to enhance liquidity and meet strategic objectives.
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Capital Solutions and Advisory ServicesOffer tailored advice on capital formation and liquidity solutions, including GP-led transactions and strategic advisory services for both general and limited partners.
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Private market advisoryStrategic guidance on investing in private funds, co-investments, and direct deals.