Putting capital to work

Allocation is a decision about a family's purpose, not a shelf of products.

We advise on how private capital is allocated across private markets, real assets and direct positions, against the family's own mandate.

A family's capital should be put to the work the family actually intends, over the horizon it actually has. We set the allocation framework and advise across the alternatives that suit patient, private money: private equity and venture, real assets, direct and co-investment, and impact where a family wants its capital to mean something as well as earn. We recommend the allocation we would hold ourselves. We do not run a fund you are quietly being routed into.

What the work involves

Allocation framework and mandate setting
Private equity and venture
Real assets and infrastructure
Direct and co-investment
Impact and mission-aligned allocation
Manager review and portfolio oversight (advisory)

The line we hold

We earn our fee from you, not from the structures we place. We recommend the allocation we would hold ourselves, and it is built for the family, not for us.

Who retains us

Families and offices with capital to deploy and no appetite for being sold the in-house product of whoever is advising them.

We recommend the allocation we would hold ourselves.

Build the allocation →