Our Process
We have a globally integrated process that provides our clients with the ability to establish a capital markets footprint.
We believe that:
- any private client or family office should have geographic access to market leading asset management and private markets offerings in the US; and
- any founder or executive that is brave enough to move to the US should be supported on that journey by an integrated advisory and asset management business that can efficiently ensure they can seamlessly bring liquidity home.
Many synergies exist at the intersection of US direct investment for family offices and global mobility of non-USA born founders.
