Service businesses built on trust, discretion, and personalized attention create enduring client relationships that compound over generations.
Our Perspective
The most valuable service relationships are those where the provider becomes indispensable through consistent excellence and deep understanding of client needs. We seek businesses serving high-net-worth individuals, families, and institutions where reputation, discretion, and quality of service matter more than price. These businesses often operate through referral networks and multi-generational client relationships, creating natural barriers to competition and strong recurring revenue.
Investment Criteria
What We Look For
- ●High client retention and satisfaction
- ●Referral-based growth model
- ●Specialized expertise and credentials
- ●Discretion and confidentiality protocols
- ●Strong recurring revenue characteristics
Ideal Characteristics
- ●Wealth management and family office services
- ●Estate planning and fiduciary services
- ●Concierge and lifestyle management
- ●Specialty legal and advisory practices
- ●Art advisory and collection management
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