Welcome to the Family Room

Best Practices

Investment Philosophy

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Recognize limitations

 

Consider risk more than returns

 

Discipline

 

Process orientation

 

Search for antifragility

 

Alignment of incentives

 

ASPIRATIONAL PORTFOLIO
  • Venture Capital
  • Growth Equity
  • Mature Buyouts

create dynastic wealth & impactful giving

 

MARKET PORTFOLIO
  • Volatility Parity
  • Defined Outcomes

fund annual budget & maintain your lifestyle

 

SAFETY PORTFOLIO
  • Cash cushion
  • Opportunistic Cash
  • Hard assets
  • Insurance

manage risk, create a margin of safety, & fund opportunity

Investment Strategies

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Successfully back tested take on the risk parity strategy

 

Balancing the volatility of asset classes to maximize geometric return

 

Downside Protection Strategies

 

Using cutting-edge technology platforms, we employ both option strategies and structures notes purchased directly from the dealer desks of major Wall Street Banks to create investment strategies with downside protection.

 

Our process cuts out the feeds layered by the middleman, significantly reducing the cost drag on returns. This allows us to offer higher upsides in these investments than other firms.

 

These strategies are customized to meet the goals of your family and operate within your risk tolerance.

 

Advisory

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Evaluate your outside investment managers

 

Analyze fee & incentive structures

 

Review your adherence to strategy, tax efficiency, holding overlap, and turnover

 

Combine reports of all your asset managers providing you a full picture

Oversight of your existing private investments

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Stepping in for you on the board and monthly one-on-one meetings with the CEO

 

Providing high-level resources to assist in corporate development to support growth through M&A considerations

 

Implementing a compilation of best practices to find areas for improvement

 

Handling the exit of businesses when a sale is requested, or the economics are no longer viable

Due Diligence of New Private Investments

 

Functioning as your deal team to provide comprehensive due diligence of new investments you are offered

 

Capacity to analyze businesses from early stage ventures to mature entities

 

Emphasis on tax efficiency when considering transactions

 

Our model revolves around investing in high-margin, low capital intensity businesses where technology can be disruptively applied. Our main focuses are:

- Healthcare

- Enterprise Software

- Fintech

- Brands

 

Best Practices Book

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Create and maintain a best practices book - a compilation of what has worked for our highly successful clients

-  Always a work in progress, with frequent audits and amendments

-  We implement non-negotiable best practices

 

Apply the best practices across portfolio investments

 

Provide a framework for entrepreneurs to build their businesses

-  This will not be limited to existing businesses; it will also function as a road map for new ventures we invest in and the entrepreneurs who lead them

Investment Strategies & Advisory

Investment Strategies

Investment Strategies

Investment Strategies