– Access to leading open-architecture Alternative Investment platform offering exclusive deals from premier private credit, private equity and venture GPs
– Traditional Private Wealth Management Services (Philanthropy, Tax Mitigation, Impact Investing, Investment Management, Estate Planning, Lifestyle Enhancement and Investment Banking)
– OCIO bespoke portfolio construction from our group of 20+ CFAs, CAIAs group
– Multifamily Office Offering, comprehensive suite including marquis deal flow (co-investment and direct investment with world class GPs), tax preparation, enhanced due diligence assistance from our Morgan Stanley GIMA team, real-time P&L and analytics from Morgan Stanley Fund Services
– Pre-IPO private placement investments
– Forbes and Barron’s Best in State Advisor (The Kartheiser Group)

233 S. Wacker Drive, Suite 8600
Chicago, Illinois 60606
United States
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