Non-discretionary
We recommend, you decide. Every allocation and co-investment decision is presented to you with our reasoning, and nothing moves without your sign-off.
Wealth & Investment Advisory for HNIs
Personal portfolio advisory, combined with direct access to co-investment opportunities inside our live M&A and fundraising mandates.
Two things, deliberately combined.
We advise HNI clients on where and how to invest their personal capital — and, because we run live M&A and fundraising mandates, we can also bring qualifying clients in as direct co-investors alongside institutional partners in specific deals.
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Understand goals
Risk appetite, time horizon, liquidity needs, and existing portfolio.
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Portfolio advisory
Ongoing guidance across asset classes, aligned to your goals.
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Co-investment access
Where suitable, direct access into live mandates alongside institutional investors.
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Ongoing review
Regular portfolio and opportunity review as your goals evolve.
What's included in a Wealth & Investment Advisory relationship.
A full assessment of your financial goals, risk appetite, liquidity needs, and existing portfolio before any recommendation.
Ongoing portfolio advisory across asset classes, reviewed on a cadence that suits you.
Curated co-investment access into live M&A and fundraising mandates, where suitable.
Regular portfolio and opportunity review as your goals and circumstances evolve.
Clear, regular reporting on portfolio performance and positioning — not a once-a-year statement.
Two engagement models — you decide how hands-on you want to be.
Discretionary
You set the mandate and risk parameters upfront; we execute within them. Suited to clients who want professional management without being involved in every decision.
No-conflict advice, by design.
We don't manufacture or sell in-house investment products, and we don't earn undisclosed commissions from fund managers or product providers. When we recommend an allocation or a co-investment, it's because it fits your goals — not because it pays us more than the alternative.
A case study, anonymized.
Post-Liquidity · Portfolio Structuring
Structuring capital after a business exit
Situation
A promoter received substantial proceeds following the sale of a family business and needed to restructure personal holdings across multiple entities into a coherent, tax-efficient portfolio.
Approach
We assessed liquidity needs, risk appetite, and existing exposures, then built a phased allocation plan across public markets, private co-investment, and fixed income.
Outcome
A structured, diversified portfolio in place within one quarter, with the client opting into a non-discretionary model for the first year before shifting select allocations to discretionary management.
Who this service is — and isn't — built for.
This is a good fit if
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You Want Ongoing Guidance
You want ongoing, personalized guidance on where to allocate capital — not a one-time recommendation.
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You Want Co-Investment Access
You're interested in direct co-investment access alongside institutional investors in specific deals, not just public-market products.
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You Value Senior Attention
You value a small number of clients getting real attention over a mass-market advisory model.
This isn't the right fit if
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You Want an Automated Platform
You're looking for a fully automated, algorithm-only investment platform.
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You Need Daily Trading Support
You need daily active trading support — this is a portfolio and opportunity advisory relationship, not a trading desk.
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You're Not Yet Ready to Share Financials
You're not yet ready to share your full financial picture — that's a reasonable starting point to work through with us first.
Treating a single co-investment as a strategy on its own.
Direct co-investment access is genuinely valuable, but clients sometimes treat one attractive deal as a portfolio strategy rather than as one allocation within a broader, diversified plan.
- Over-concentrating personal capital in a single direct deal.
- Committing capital without fully accounting for its illiquidity.
- Skipping a documented risk-tolerance conversation before investing alongside an institutional lead.
Being able to co-invest directly in a deal they were already advising on, alongside investors I'd never have had access to on my own, was the actual value — not just portfolio advice.
HNI client (name withheld by request)
A Confidential Portfolio Conversation
Not ready for a formal engagement yet? Start with a no-obligation conversation about your goals, risk appetite, and what a portfolio review would even look like.
On wealth advisory and co-investment.
M&A
What Buyers Actually Look For in a First Meeting
What actually changes when acquirers take a seller seriously from the first conversation — and the three things most founders get wrong before they sit down.
Read the article
HNI Advisory
Co-Investing Alongside Institutional Capital
What it actually takes for an individual investor to participate in a live institutional mandate — suitability, terms, and shared diligence explained plainly.
Read the articleHNI Wealth Advisory — frequently asked questions.
It's a coordinated team under one firm, but wealth advisory is run through a separately structured, appropriately registered entity — kept distinct for regulatory reasons.
This varies by client situation — reach out and we'll have a direct, honest conversation about fit before anything is formalized.
If it's one of our live mandates and you qualify as a suitable investor for that structure, yes — this is exactly the kind of co-investment access this service is built around.
Cadence is agreed based on your preference — some clients want quarterly portfolio reviews, others want to hear about opportunities as they arise.
Yes — many clients start non-discretionary while building trust in the relationship, then shift select allocations to discretionary management over time.