Family Office 2.0 Advisory

Capital preservation first.

Investments built around the family, on our proprietary investing and risk platform. Planning comes first; protection is designed for each family.

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Private Wealth

What we do.

  • Family Office Advisory Clarity, discretion and expertise
  • Investment Advisory Portfolios built for permanence
  • Estate & Wealth Transfer Preserving what you have built

Our risk framework in practice

Built for downside protection.

The questions families bring us, and how our platform answers them. Payoff shapes are illustrative; the dashed line is the market.

  • I can’t afford to lose principal, but I want growth. 100% principal protection Your principal back at maturity, plus a share of market gains.
  • I own a lot of stock and want protection from a big decline. Portfolio hedging Protection sized to what you own, so a sharp market drop stays contained.
  • I want market growth, but not all of the risk. Defined outcome A chosen buffer against losses, in exchange for a cap on gains.
  • Volatility creates opportunity. How do we use it? Derivative investment opportunities Defined-risk option structures when markets dislocate.

All investing involves risk, including loss of principal. Options strategies and alternatives carry additional risks; private investments may be illiquid. Protection applies only as each product’s documents describe. Family Office 2.0 does not provide tax or legal advice.

Bringing it together

A continuous client experience.

Partnering with the family through every transition.

  • Your family portal Every account, entity, aircraft and loan in one place.
  • Insights Weekly perspectives and an economist’s view of markets.
The family portal overview: net worth, liquid, invested, aircraft, debt and net cash flow, with a twenty-four month net worth line and the allocation.
Sample data. For illustration only. A fictional family and figures, shown to illustrate the portal. Not a client, a prediction or a guarantee of results.
  • Reporting Consolidated across custodians, private holdings and aircraft.
  • Planning in the room Decisions modeled with the family in real time.
  • Gatherings Small rooms in Jackson Hole, Aspen, Del Mar and New York.

A small number of families. An exceptional level of attention.

If you believe there may be a fit, we welcome a private conversation.

Request a private introduction