$4.8B+
Assets under stewardship
— Track Record
A representative selection of engagements completed for the families and offices in our care. Names, jurisdictions, and details have been altered or generalised; figures are accurate within a reasonable rounding band.
$4.8B+
Assets under stewardship
$11.6B+
Cumulative deal value
120+
Engagements completed
14
Jurisdictions
— Selected engagements
Each entry below summarises a real engagement. Where parties are still active, names and locations have been changed; figures are stated within a band that preserves the scale of the work.
$2.1B
Designed and stood up a perpetual dynasty trust, with directed-trustee architecture and a four-generation distribution standard. Coordinated migration of operating-company stock, real estate, and a private foundation into the new instrument across two states and two custodians, with no transactional disruption.
$1.4B
Acted as Trustee on a five-jurisdiction consolidation of an industrial family's holdings into a single Series-LLC architecture. Reduced administrative footprint from 18 entities to 11, harmonised reporting, and preserved a treaty-favourable exit path for each holding.
$890M
Led the acquisition of a 14-asset trophy commercial portfolio across three cities for a single-family office. Negotiated mixed-currency financing, established per-asset Series for liability segregation, and put a long-dated property-management mandate in place with regional operating partners.
$620M
Advised a founding family on the sale of a B2B software business to a strategic acquirer. Structured rollover equity, established a generation-skipping wealth-transfer plan around the proceeds, and reinvested 60% of net cash into a diversified mandate within ninety days of closing.
$475M
Restructured the cross-border estate of a US-EU dual-citizen family with significant intangible-asset holdings. Coordinated tax counsel in three jurisdictions, refiled wills and marital instruments to remove latent conflicts, and established a charitable lead trust for the philanthropic sleeve.
$1.1B
Took over the discretionary multi-asset mandate of a second-generation industrial family from a prior advisor. Re-underwrote 240 underlying positions, exited 38, and consolidated the portfolio into 11 conviction holdings across public equity, private credit, real assets, and cash.
$390M
Aggregated a working farmland portfolio across three US states into a single dedicated Series. Negotiated long-dated tenant-operator agreements, established a water-rights review on a five-year cadence, and structured the holding as a long-duration sleeve within a multi-generational trust.
$560M
Designed and administered a generational trust to hold a major private art collection. Coordinated independent valuation, placed the works under museum-grade custody and insurance, established a lending program for selected institutions, and built a successor-trustee onboarding plan over a fifteen-year horizon.
$780M
Anchored a senior secured bridge facility for a portfolio company en route to a strategic exit, syndicated alongside two co-investing family offices. Closed in 21 days against a competitive process, with terms documented to support a known second-lien refinancing.
$230M
Stood up a private foundation for an Asia-Pacific founding family, with a programmatic strategy in education and public health and a separate mission-aligned investment sleeve. Coordinated grant-making infrastructure, board governance, and a five-year evaluation framework with independent advisors.
$680M
Provided emergency liquidity advisory for a single-family office facing an unexpected redemption demand on a co-mingled vehicle. Mobilised internal cash and a backup credit facility within 72 hours, met the obligation in full, and rewrote the family's liquidity policy to prevent recurrence.
$315M
Designed and stood up a single-family office for a first-generation founding family — entity selection, governance documents, custody architecture, hiring of CIO and controller, and a three-year runway plan. Continuing engagement as Co-Trustee on the family's newly funded irrevocable trust.
$420M
Anchored the recapitalisation of a boutique hospitality platform across three Mediterranean countries. Restructured a fragmented capital stack into a single preferred-equity layer, refinanced senior debt at improved terms, and held the position into a stabilised cash-yielding asset for a multi-family vehicle.
$1.3B
Co-led the take-private of a listed industrial company alongside a strategic operating partner and two family offices. Acted as the lead governance counterparty post-close, designed the long-dated incentive plan for management, and held the position through a five-year operating plan.
$520M
Migrated a long-standing offshore trust to a South Dakota directed-trust structure, with full beneficiary, settlor, and counsel coordination. Preserved the original instrument's intent while modernising the governance, taxation, and reporting framework around it.
Additional cases — including engagements still under active management — are available to qualified counterparties under written non-disclosure. Names, jurisdictions, and structural details are not disclosed without written consent of the principals involved.