Direct Investments


We look beyond traditional investments into areas that can diversify a family’s wealth and provide a variety of options for growing and preserving it across generations. This “no stone left unturned” approach to seeking the right investment vehicles allows us to originate, structure, and execute unique direct investment opportunities across the areas of private equity and real estate.


The decades of entrepreneurial experience that our team possesses, and the extensive global network we’ve built, provides a platform for direct investments by partnering with other professional investors and best-in-class management teams.


When pursuing unique direct investments, we align our interests with our clients’ to ensure a true and lasting partnership. We invest alongside our clients and in some cases, serve on the board of directors for portfolio companies to provide close oversight and influence on the investments we’ve made. We also act as an outsourced team in advising, managing, negotiating and executing on existing portfolios of direct investments.