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Family Office · $340M
Multi-Generational Family Office
Re-architected a 3rd-generation portfolio into a tax-efficient structure spanning four jurisdictions.
+38% after-tax yield
A curated selection of client situations — names redacted, outcomes preserved. Each required a fresh architecture, not a template.
Re-architected a 3rd-generation portfolio into a tax-efficient structure spanning four jurisdictions.
Staged diversification and a charitable vehicle post-exit, preserving optionality.
Rebuilt a legacy endowment around a real-return mandate with private market overlay.
Untangled a dual-jurisdiction estate before a planned relocation.
Hedged a listed concentrated stake, allowing generational gifting without forced sales.
Designed a governance framework and investment charter for the second generation.
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