“My advisor is a person I trust, for me and my family. He always has our best interests in mind and does his best to protect us.”Client
A well-rounded plan is key to managing your wealth and investments for today, tomorrow and future generations. We will work closely with you, as well as your lawyers, tax advisors and trustees, to efficiently structure your assets and tax-optimize your portfolio. And we will take the time and attention to address and review sometimes difficult-to-address topics, like wealth transfer and succession planning, so you and your family can rest easy.
In November 2017, we obtained access to an investment in Dropbox for our clients, only four months ahead of the IPO. The stock opened in the public exchange at +35% from our entry price.more details
After two years of portfolio construction, we had our first exit in early 2017 with the MuleSoft IPO. This was a position we had held for 7 months. Our investors received their shares a few months later after the fund was redeemed, and enjoyed a three-time performance increase when Salesforce acquired the company at $45 a share, in May 2018.more details
In late 2015, we invested in DocuSign. The company went IPO in April 2018 and the stock opened at +90% from our entry price. We are also strong proponents of this technology and implemented it in our processes, with e-signature required on most documentation.more details
We have been investors in Lyft since 2015 and participated in several funding rounds from a first valuation of $3.7 billion. In June 2018, the company raised $600 million from Fidelity at a valuation of $15 billion. They came IPO in March 2019 at a valuation of $24 billion.more details
In May 2018, we partnered with a recognized venture capital firm to structure an investment into HMD (Nokia) for our clients to invest alongside tier one investors including Foxconn. Since this round was reserved for “partners,” we benefited from a very attractive pre-money valuation.more details
In mid-2017, we invested into TransferWise, the fintech company disrupting money transfers. Since then, the company has maintained a growth rate of 70% YoY. Recently it announced a deal with a major European bank to offer inexpensive currency transfers to its clientele.more details