Who This Is For

Built for balance sheets.
Designed for legacies.

Three kinds of people get the most from it.

01 / 03

Ultra-High-Net-Worth
Families

$20M and up

Private capital funds the structure, so you aren't the one writing the check, and nothing is added as debt to your balance sheet.

We put the balance sheet you've already built to work.

02 / 03

Universities & nonprofits

Universities, foundations and other nonprofits.

A quiet incentive for top leadership: recruitment, retention and retirement, funded with outside capital and no new debt.

03 / 03

OPM, put to work

For people who believe in using other people's money (OPM) to build something that lasts.

A trust-fund-style legacy for the next generation, funded largely with outside capital instead of your own.

Ready to Apply

If you see yourself above, the next step is a conversation.

Applications reviewed within 48 hours.