We have extensive experience across the globe in both developed and emerging markets.

Alongside our clients, we gravitate towards technologies, real assets and infrastructure opportunities but will review additional opportunities. Following meaningful conversations with the families and their advisors, we construct a prudent Investment Policy Statement (IPS) to define the path forward. We then follow the IPS while constructing and maintaining an appropriate portfolio for their family to rely upon.

  • Time-Tested Investment Process
    Positive long-term results with decades of experience and accumulated wisdom.
  • Flexible Strategy
    Commitment to flexibility within a clearly defined investment discipline and responsive to shifting economic conditions.
  • Global Network
    A global network of thought leaders, including numerous renewable resource experts.
  • Our People
    Talented, focused, effective teamwork, and intensive cross-training.
  • Client Service
    Full transparency and timeliness in regular reporting cycle.
Global Resources
Real Estate
Private Companies
Infrastructure Projects
Specialty Financings