$300MM AUM | $3MM Rev in
We are a multi-family office focused on investing in private wealth management firms. We have offices in Fairfield County Connecticut and Franklin, TN. We have a flexible structure where we customize a plan that’s right for the partnership. We’re open to cash investments, minority interests, assist in succession planning, providing future acquisition capital, transition assistance.
We can help with operations, back office support, compliance, portfolio management, etc so you can focus on client relationships and growing your business.