Discretionary Portfolio Management Core multi-asset portfolios with tactical tilts driven by our strategic asset allocation views. Bespoke investment policy statement and risk budgeting Dynamic hedging overlays for FX and downside protection Quarterly portfolio diagnostics with attribution
Alternatives & Private Markets Curated access to private equity, private credit, venture, and real assets through funds and co-investments. Diversified vintage pacing and secondary solutions Enhanced due diligence powered by third-party consultants Capital call forecasting and liquidity management
Family Office Solutions Governance, consolidated reporting, and cash management for multi-entity wealth structures. 360° balance sheet across custodians and asset classes Trust & estate coordination with external advisors Impact and philanthropy portfolio design
Liquidity & Treasury Short-duration fixed income and structured notes engineered for capital preservation with yield. Investment-grade SMAs and cash enhancement ladders Tax-aware structured product sourcing 24/7 advisor desk for bespoke liquidity needs
Entrepreneurs & Founders Diversification strategies post-liquidity event plus bespoke credit for new ventures. Concentrated stock hedging & monetization Co-invest alongside MON-sponsored deals Tax-aware cash management ladders
Multi-generational Families Holistic planning that aligns trustees, beneficiaries, and philanthropic goals. Family governance workshops and policies Education for next-gen stewards Consolidated reporting across entities
Institutions & Endowments Outsourced CIO mandates for investment committees requiring scalable resources. Capital market assumptions & scenario analysis Manager research platform with 120+ vetted GPs Board-ready reporting packages