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As a professional office, exposure to our clients’ decades of expertise in various sectors allows us to cultivate a differentiated perspective on investment. We also draw on a number of well-recognized investment research firms to assemble a wide range of insight from experts representing both the buy and sell-side of investment. This in-depth research provides greater objectivity for assessment, ultimately empowering our clients to achieve the most suitable and informed investment strategy. We consistently look for superior risk-adjusted return across all asset classes.

作為一個專業的辦公室,面對客戶幾十年的各個領域的專業知識,我們可以培養出與眾不同的投資眼光。 我們還借鑒了一些知名度很高的投資研究公司,從代表投資買賣的專家中獲得廣泛的見解。 這種深入的研究為評估提供了更大的客觀性,最終賦予了我們客戶實現最合適和最有信心的投資策略。 我們一直尋求所有資產類別的風險調整回報率。


We provide a top-down strategic overview of all our clients’ holdings, with multiple options for assessment and review. Our clients can use our robust reporting capabilities to oversee all their accounts at various institutions, as well as non-bankable assets such as private company investments, venture capital funds, real estate and art equity.

我們提供所有客戶對持有的資產自上而下的全面性概覽,並提供多種評估和審查選項。 我們的客戶可以使用強大的報告功能來監督各個機構的所有賬戶,以及非銀行資產,如私人公司投資,風險投資基金,房地產和藝術品。


With wide access to investment opportunities across the spectrum, we are never incentivized to sell the products of any particular firm. We strive to cultivate investment managers with a similar family office orientation, providing superior risk-adjusted return and transparency while avoiding the standard professional money managers. We also negotiate on our clients’ behalf to obtain favorable pricing for investment access and transactions, providing our clients access at institutional pricing. We stand behind our contacts and believe that our investment options and managers in each asset class are truly the top performers. In addition, our clients receive proprietary access to unique/private opportunities in venture capital, real estate and private equity.

通過廣泛的投資機會,我們永遠不會出售任何特定公司的產品。 我們努力培養具有類似家庭辦公室導向的投資經理,提供優越的風險調整回報和透明度,同時避免標準的專業資金管理者。 我們還代表我們的客戶進行談判,為投資獲取和交易獲得有利的定價,為我們的客戶提供製度定價。 我們站在我們的聯繫人立場,並相信我們的投資選擇和每個資產類別的經理都是真正的表現最好的人。 此外,我們的客戶可以獲得創業投資,房地產和私募股權的獨特/私人機會的專有權限。


Many of our clients are entrepreneurs and super angels in various industries. We partner with our clients when they truly believe in an outstanding opportunity and are willing to “bet the farm”—in terms of investing capital, expertise, and access to markets. Unlike a traditional venture capital fund, we are under no pressure to create deals, allowing us the freedom to patiently wait for the ideal opportunity to present itself before we invest.

我們的許多客戶是各行業的企業家。我們與客戶合作,就投資資本,專業知識和進入市場幾個動作而言,當一個完美的機會到來,只要他們願意“投資這塊標地”。 與傳統的風險投資基金不同的是,我們不會因為壓力而創造交易,這讓我們有機會在投資前耐心等待理想的機會。