Our investment strategy is anchored in four foundational pillars: Alternative, Traditional, Opportunistic, and Social Investments. These verticals represent distinct yet interconnected domains through which we allocate capital with precision and purpose. Each strategy is managed with disciplined underwriting standards, deep cross-sector expertise, and a long-term perspective.
We operate at the dynamic intersection of institutional rigor and entrepreneurial flexibility, delivering bespoke capital solutions tailored to the needs of legacy-minded investors and mission-driven wealth holders. This balanced approach enables us to navigate complexity, identify asymmetric opportunities, and serve as a thoughtful steward of capital across generations.
Our platform is purpose-built for those seeking more than conventional market exposure. Our partners pursue not only performance but also significance – seeking investments that generate meaningful outcomes, multi-generational relevance, and thoughtful engagement with intelligent risk. We believe capital is most powerful when deployed with clarity of intent and alignment of values.
We are selective in our partnerships, working only with managers, sponsors, and operators who demonstrate an unwavering commitment to integrity, operational excellence, and aligned incentives. Our relationships are grounded in trust, transparency, and shared purpose.
We believe that private markets offer the most compelling opportunities for long-term value creation. Our alternative investment strategy serves as the cornerstone of our capital allocation framework, emphasizing differentiated access, structural advantages, and superior risk-adjusted returns.
We allocate across four primary verticals:
Private Equity
We invest in control and minority positions across lower and middle-market businesses with identifiable growth levers, operational efficiencies, or generational transition opportunities. Our strategy includes direct investments, GP-led secondaries, and co-investments alongside trusted sponsors.
Real Estate
Our real estate portfolio is focused on value-add, and opportunistic assets in growth markets. We emphasize multifamily, industrial, and mixed-use developments.
Private Credit
We pursue secured, income-generating credit exposures through direct lending, asset-based finance, and specialty credit strategies. These include sponsor finance, receivables-based lending, and short-duration private loans with strong collateral protection.
Venture Capital
We selectively back early and growth-stage startups, with a bias toward mission-aligned founders and scalable business models. Our approach includes direct venture participation and curated manager exposure.
All investments are subject to rigorous diligence, covenant structuring, and multi-factor risk analysis. We are conviction-driven, not index-driven, prioritizing alignment, access, and long-term compounding.
Our traditional investment strategy provides foundational ballast for our long-term capital. Through carefully constructed public market portfolios, we provide diversified exposure to global equities, fixed income, and multi-asset strategies, with active oversight and ongoing macro analysis.
Key components include:
Equities
Strategic exposure to U.S. and global equities via both active managers and low-cost passive strategies. We deploy capital across growth, value, large and mid-cap, and thematic mandates designed to reflect global macro positioning and secular trends.
Fixed Income
Investment-grade and high-yield credit allocations managed for income, duration control, and inflation protection. Our approach also includes municipal bonds, treasuries, structured credit, and inflation-linked securities.
Multi-Manager Platforms
Allocations to hedge funds, market-neutral strategies, and liquid alternatives designed to reduce volatility and enhance risk-adjusted returns. Manager selection is driven by alpha persistence, operational transparency, and strategy differentiation.
Portfolio Design and Governance
All portfolios are constructed based on each family’s liquidity needs, return objectives, tax profile, and intergenerational planning strategy. We monitor exposures in real-time and rebalance based on macroeconomic shifts and risk parameters.
Our opportunistic strategy is a flexible allocation sleeve designed to take advantage of time-sensitive, high-conviction investment opportunities. This includes dislocations, mispricing, distressed assets, and bespoke transactions that sit outside conventional asset classes.
Areas of focus:
We underwrite every transaction with a private equity mindset and a liquid credit discipline-seeking asymmetric upside and protecting capital at all times. Our ability to move quickly and independently gives us an edge in competitive or non-auctioned deal environments.
For families who view capital as a tool for societal change, we provide a robust, disciplined framework for social and impact investing. We help our families align wealth with mission, deploying capital toward systems-level change without sacrificing performance or fiduciary integrity.
Our impact platform includes:
Affordable and Workforce Housing
Investments in developments and funds that expand access to stable housing in underserved urban and rural areas.
Minority and Women-Led Ventures
Equity participation in managers and founders historically overlooked by traditional capital markets—backing innovation, resilience, and representation.
Place-Based Economic Development
Projects that revitalize disinvested communities through small business investment, infrastructure enhancement, and job creation.
Sustainable and Environmental Investing
Allocations to clean energy, regenerative agriculture, climate infrastructure, and ESG-integrated private and public vehicles.
We offer detailed impact reporting, third-party verification frameworks, and mission integration within the broader family governance structure. This is not philanthropy—this is patient, purposeful capital with long-term consequences.
