SERVICES
Investing in private growth / pre IPO companies
Cryptocurrencies & Tokens
Numerous studies and research show that much of the compounding now occurs in private companies before they go public. Thru our extensive network in the Silicon Valley we find blocks of shares for our clients in these private, high growth unicorns and decacorns.
We are at the forefront of understanding and investing in the new world of Decentralized Finance (DeFi). We are actively working on building valuation tools and models for crypto currencies, tokens and new DeFi assets.
Commodities & Futures
Agricultural and resource commodities provide valuable risk mitigation compared to traditional stock and bond returns. Based on extensive fundamental macroeconomic and global research and trends we make bets on several types of commodities and futures. Often we will also take momentum short term bets on upswings or down swings in various futures.
Real Estate
While typically meant for longer horizon investors, real estate both commercial and residential can give a high degree of stability and income generating potential to a client’s portfolio with lower risk. We will work with our clients in identifying and investing in the right properties as needed.
Venture Capital
While we do not generally recommend this asset class to most clients, this can be a valuable and un-correlated asset that can provide incredible returns, we are a Silicon Valley based firm and have extensive experience in connecting our clients to venture firms and entrepreneurs.
Estate Planning & Philanthropy
We provide comprehensive tax and estate planning services for passing on generational wealth and minimizing local, state & federal taxes. We also help clients identifying & evaluate right vehicles for philanthropic giving, while mitigating tax and achieving our client’s goals based on their values and objectives.