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Investment Criteria
We typically refrain from investing in companies outside our established financial advisory network, publicly traded securities, or private opportunities that have been individually vetted by direct family members or successor trustees.
Investments prompted by external solicitations are rarely pursued unless they align with the strategic interests of individual family members or the overarching objectives of the trust corpus.
Private Equity or Debt
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Minimum Investment Sizes of $5M for Start Ups
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Preferred Minimum Investment Size of $20M
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All Asset Classes or Industry Are Considered For Review ​
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Non Start-Up Minimum EBITDA: $2M​
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Real Estate Multifamily Only
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Preferred Minimum Deal Size of $10M​
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