Principles of Service Excellence

Excellence of Service by design constitute our foundation in every market.

❖ Entrepreneurship in our DNA
❖ Cultural, Industry, and Affinity Awareness
❖ CIO Mindset with Capability and Accountability
❖ Open Architecture with a Hub & Spoke Structure
❖ High Capacity Middle & Back Office frees Local Relationship Managers
for High Touch Service

Bespoke Allocation Protocol

We embrace total wealth for legacy of an Entrepreneur and Doer.

❖ PPLI structure allows high flexibility in underlying assets, including real assets, arts & wine.
❖ We will deploy a bespoke “Core-Satellite” protocol developed in-house that minimizes risk
and emphasizes capital preservation.
❖ For our Core, we will use our proprietary IP that monetizes sector relative performance using
highly liquid ETF’s in a dollar-neutral fashion.
❖ Our asset allocation protocol with the liquid ETF embraces PPLI benefits, accommodating
specific assets in ‘side-pockets.’
❖ High-impact input from KEEN helps achieve superior risk-aware performance for the entire
portfolio.

We can incorporate private credit, PEVC funds, PIPEs, opportunistic derivative play, and many
others. Our KEEN think-tank helps Families and OCIOs appreciate risk-return tradeoff.

Elevated Services

OCIO provider implements high touch as well as elevated levels of service. OCIO deepens relationship and expands reach at every opportunity.

Deep Alternatives Experience

We bring a very deep and diverse expertise across alernatives

❖ Strong network of private and public company investors and operators
❖ Strong public and private equity, arbitrage, credit and derivatives investment expertise
❖ Deep understanding in operations of private equity and hedge fund operations
❖ Track record of growing companies from seed stage through to exit via IPO, SPAC and
reverse mergers
❖ Expertise and track-record in European, Asian and global private markets with multiexchange listings helping to improve liquidity, access to capital, and better price discovery
and exit delivery in service of our entrepreneurs and doer clients

PPLI (Privately Placed Life Insurance)

Our PPLI (Privately Placed Life Insurance) offers the most tax efficient structure protecting assets against adverse judgements and offering tax free returns.

Our protection & privacy approach is based on multi-jurisdictional attorney-client privilege stacked across numerous jurisdictions for almost impenetrable privacy protection combined with our PPLI & full private and public business, RE, credit, equity and US. Singapore, Luxembourg & Global based asset management privacy support.

A PPLI (Privately Placed Life Insurance) combined with a privacy shield + tax-efficient structure that protects assets against adverse judgements while removing the tax burden