White Papers
The Family Office 2.0 Manifesto
Private wealth is going through tectonic shifts right now. What once stood on centuries-old traditions is now being upended by global mobility, generational turnover…
A Fund-of-One: A Playbook for Family Offices
What Is a Fund-of-One? A Fund-of-One is a bespoke investment vehicle created to serve the needs of a single investor or family. It emulates the structure, operation…
10 Mistakes to Avoid When Setting Up Your Family Office
For families establishing a family office, the objective is typically to gain control, create clarity and build a structure that supports long-term goals without…
Streamlining Alternative Investments Through Digital Transformation
Overview of Alternative Investments Alternative investments, including asset classes such as private equity, hedge funds and real estate are traditionally known…
The Wealth Hierarchy
Understanding the strategic divide across the wealth pyramid Today, I want to share with you a framework I’ve developed over years of working with clients, something…
Feeder Funds & Master-Feeder Structures: Benefits for U.S. Based Fund Managers
Introduction Master-feeder structures offer U.S based asset managers a scalable, tax-aware solution to raise capital from international investors. These structures…
Simplify complexity
Trusted by boutique firms and family offices to streamline, structure and scale operations.