Investment Management

The allocation of capital across public and private markets against a stated purpose and time horizon. It aims for a portfolio the owner can hold through a drawdown without being forced into a bad decision.

How we work

What we do

Public and private markets, managed as one portfolio.

Private markets

Private equity, venture, private credit and real assets, held in the same portfolio as your public markets, under one purpose and one time horizon.

Separately managed accounts

Public holdings owned directly in your name, so taxes, concentrated positions and personal limits can be managed security by security.

Illiquidity sizing

Capital committed to private funds is sized against what the family will draw, so a drawdown need not force a sale.

Part of one design

Investment decisions know their tax cost, and the portfolio knows what the family will draw. Investment Management aims to let you hold your course through a drawdown, because the hard decisions were made before the pressure arrived.

We do

Design the allocation
Manage the portfolio day to day
Place each asset in the right account
Keep one record of every account

Your counsel does

Your attorney drafts the documents
Your accountant files the returns
Your trustee administers the trusts

When it matters most

The moments that move a portfolio furthest, and what we do in each.

All transitions

Liquidity Event

The sale of a business you own, or a large part of it. Years of concentrated, illiquid value become cash at a single closing, and the role that organized your life often ends with it.

The proceeds are invested on a schedule, not in a day.

Receiving an Inheritance

Receiving assets from someone who has died, most often a parent. The legal clock and the emotional one run at different speeds, and most of the irreversible choices fall on the legal one.

The inherited portfolio joins the plan, with the cost basis each holding now has.

Retirement

The end of a primary career. Saving becomes spending, and a life organized by work has to be organized by something else.

The portfolio starts paying the household.

Divorce

The end of a marriage or long-term partnership. One household becomes two, and what the couple held jointly, including friendships, has to be divided.

One portfolio becomes two, each built to stand on its own.

Common questions

We look for managers with a long record across full market cycles, terms that suit the family’s time horizon, and fees we can explain plainly. Each commitment is sized against what the family will need to draw while the capital is locked up.

Start with a conversation.

Tell us what is changing in your family. We listen first, and tell you plainly whether we are the right office for it.

All seven services