We Don't Predict Markets.
We Answer Your Questions.
Custom scenario modeling and risk analysis built specifically for your family's wealth, constraints, and concerns.
Built for Your Family
Every Model is Custom
We do not sell standardized reports or generic risk assessments. We build bespoke analytical models to answer the specific questions your family needs answered—based on your actual portfolio structure, liquidity constraints, time horizon, and wealth preservation priorities.
We model your specific asset allocation, geographic exposures, currency positions, and liquidity profile—not a generic balanced portfolio.
We design scenarios and stress tests to address your actual concerns—not what a textbook says you should worry about.
We incorporate your real liquidity needs, family distributions, capital commitments, and decision-making structures.
Questions We Help Answer
Every family has different concerns. These are some of the questions we have built custom models to address:
What happens to our wealth if inflation stays above 5% for the next decade?
Do we have enough liquidity to cover family needs and capital calls during a downturn?
How correlated are our diversified holdings when markets are under stress?
At what point should we reduce our private equity allocation?
What scenarios could force us to cut distributions to family members?
Where are we most vulnerable that we do not currently see?
Can we sustain our lifestyle without touching principal through a prolonged bear market?
What is our real exposure to a commercial real estate downturn?
These are not hypothetical questions. They are the ones families lose sleep over.
We build custom models to answer yours.
Why Generic Approaches Fail
Fragmented Advice
Your asset managers, tax advisors, and estate planners do not talk to each other. No one sees the full picture.
Generic Models
Standard risk reports use textbook portfolios and assumptions that do not match your reality.
Backward-Looking Analysis
Most risk analysis assumes the future looks like the past. It rarely does.
Conflicts of Interest
Advisors with products to sell cannot give you conflict-free analysis.
How We Work Differently
Independent
No products sold, no capital managed, no conflicts
Bespoke
Every model built specifically for your situation
System-level
Integrated view across all assets and risks
Forward-looking
Scenario-based, not historical extrapolation
Who We Work With
Family Offices
Single and multi-family offices managing significant long-term capital.
Multi-generational Capital
Families balancing current needs with long-term preservation.
Long-term Asset Owners
Institutions and principals prioritizing capital preservation over growth at any cost.
What Questions Keep You Up at Night?
We build custom models to answer them. All inquiries are handled privately.