We help our clients allocate to real estate, private equity and debt, hedge funds, and other private strategies.
We source, research, and advise on institutional-quality alternative investments, for clients who meet the various following thresholds:
Net worth greater than $1M or earned income that exceeds $200k (or $300k with a spouse) in each of the prior 2 years.
Net worth greater than $2.1M.
Net worth greater than $5M.
*The above Net Worth definitions exclude the value of home equity and associated mortgage debt. The above is for educational purposes only. Contact us to discuss qualification and eligibility.