FAMILY OFFICES

  • Outsource Private Equity Investments
  • Make Direct Investments
  • Maximize Liquidity within Wealth Transfer for Multiple Generations
  • Transition Business Operations without Disruption
  • Preserve Familial Equilibrium
  • Asset Protection for Heirs
  • Tax Reduction
  • Endorse Philanthropic Endeavors

BUSINESS OWNERS

  • Mergers & Acquisitions
  • Private Placements
  • Strategic Advisory
  • Valuations and Fairness Opinions
  • Litigation Support
  • Financial Restructuring
  • IPO and Capital Markets Advisory Services
  • Investor Relations
  • Public Relations