Alternative Investments
Independent Advisory on Alternative and Private Investments
Problem / Context
Private markets offer opportunity — but also opacity, complexity, and misaligned incentives when advice is tied to product distribution.
What We Do
We provide independent, non-conflicted advisory support on alternative and private investments.
Private equity and private credit strategy
Co-investments and direct opportunities
Structure and governance review
Risk, concentration, and liquidity analysis
Alignment with long-term family objectives