Current project: Logistics

With a team of 48 financial services specialists on the ground in three offices across eleven time zones, we serve the needs of entrepreneurs and their companies, trusts and foundations by investing capital in client businesses, investing assets for clients, and offering strategic advice and connections required to grow businesses and wealth.We were founded in 1994 to help invest capital, arrange required financing, and manage investments of a successful entrepreneur with extensive business and property interests. As the number of our relationships grew we grew our capabilities, staying independent and with a believe that if our clients succeed, we succeed.