Private markets · Aligned access
Private markets, accessed with discipline and alignment.
We rigorously select private market opportunities, commit our own capital alongside our clients when relevant, and stay engaged from due diligence to exit. Access without alignment is just exposure.
Our approach
How we work with families on this.
Selection above access
Access to private markets is no longer scarce. Disciplined selection is. We focus on managers and deals we have followed over cycles, not on the brochure of the season.
Alignment, not distribution
We do not earn placement fees. When relevant we commit our own capital alongside clients, which keeps incentives where they should be.
Ongoing oversight
Diligence is a starting point, not a deliverable. We monitor managers, attend committees, and surface issues before they reach a quarterly report.
Coordinated with the broader allocation
Private markets only make sense inside an overall asset allocation. We size them as a function of liquidity needs, public market exposure and family horizon.
Who we serve
Three profiles, one standard of attention.
Families with allocation room
Portfolios where the long-term horizon and illiquidity tolerance allow a structural private markets sleeve.
Entrepreneurs reinvesting proceeds
Founders who want to put part of a liquidity event back into private companies, on terms they understand.
Co-investors and operators
Principals who want selective deal-by-deal exposure rather than blind-pool commitments, with proper governance.
What we do
Disciplines most relevant to this work.
Private markets sit at the intersection of investment strategy and structuring.
Private Markets
We rigorously select private market opportunities, committing our own capital alongside our clients when appropriate. From due diligence to ongoing oversight, we remain fully engaged throughout the life of each investment.
Investment Strategy
We develop both short- and long-term investment strategies based on your objectives, liquidity needs, and broader family capital structure. This includes working alongside your legal and tax advisors to ensure that investment decisions are aligned with your broader planning framework.
Wealth Structuring
We help our clients organize their assets and entities for the long term with a focus on continuity, efficiency, and consistency across structures and jurisdictions.
Family Governance
We support families and entrepreneurs in coordinating family daily affairs and in establishing clear, long-term governance frameworks.
2012
FINMA
Geneva
Open architecture
Frequently asked
Questions families ask before engaging.
What share of a portfolio should sit in private markets?
There is no universal number. It depends on liquidity needs, time horizon, existing concentration and family preferences. For most long-horizon families it is a meaningful sleeve, sized to remain comfortable through several vintages.
Funds, direct deals, or co-investments?
All three have a role. Funds provide diversification and access, direct deals and co-investments improve economics and alignment when the family can stomach concentration and longer due diligence.
Do you take placement fees from funds?
No. We are remunerated by our clients only. Any inducement we cannot avoid is disclosed and credited back where applicable.
How do you handle reporting on private positions?
We consolidate private holdings into the overall wealth reporting, on a look-through basis when possible, so that the family sees one coherent picture.
Can you co-invest with us?
When the situation warrants it and the structure allows, yes. Putting our own capital alongside clients is the cleanest test of conviction.
Contact
Let us talk.
If you are building or revisiting a private markets sleeve, let us discuss how it should be shaped.