Investment Bank/Securities Brokerage - Dallas, TX, US
We are stewards first and investors second. We serve on behalf of high net worth families and institutions seeking to realize identified financial and personal objectives. Our firm is here to provide hands-on guidance, providing a particular emphasis on alternative investments and impact investing goals. Our principals work to tangibly increase portfolio value by augmenting or taking over specific functions and roles of a family office. We work with our clients to identify objectives and curate solutions to meet specific goals – financial or operational.We do this by employing an intentionally designed internal structure that affords our clients the most access to assistance and visibility on outcomes. We are not concerned about being the smartest people in the room, or elevating our own brand. We work for our clients and their goals. Each and every day we put on work boots knowing that we must exercise significant effort to empower them to achieve their objectives, small or large. What we and our clients do is challenging, and it is the challenge that we embrace.Leaning on our experience involving hundreds of high net worth families, and thousands of investors, our principals' experience spans decades, includes hundreds of transactions and over $80 billion of at-risk capital in more than 50 countries. We work seamlessly and effectively together with our global affiliates and partners; a network that grants our firm unique access to options that allow us to more effectively diversify and mitigate risk and reduce conflicts of interest or other friction that can frustrate our collective intentions. We invite all inquiries, and trust that we can serve as a resource for those seeking our assistance.
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