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With a target of above market returns on a risk adjusted basis, we operate in a wide spectrum of asset classes including liquid portfolios, real property, operating companies and early stage investments.
With strong sensitivity to family dynamics, our families undergo a rigorous planning process to ensure maximized transitions that take place at some of the most critical time of a family's life cycle, including a strong focus on business leadership succession, maximation of tax positions and long-term wealth preservation.
With a view towards long-term holdings, existing properties include urban, rural, suburban and exurban locations including commercial, residential, recreational, raw land and working ranch assets. This often includes development, repositioning and/or revenue maximization.
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