Commercial capital
Institutional investors · pension · insurance
Wealth & Asset Management
Preserving and deploying private capital with institutional discipline
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State-level trust and tax regimes that differ materially in effect
Reporting obligations on foreign holdings and cross-border structures
We advise family offices, private principals, and wealth platforms on the structuring, governance, and deployment of private capital — from succession architecture to allocation into private markets at home and abroad.
US family capital operates under a dense set of obligations: fiduciary duties, reporting on foreign holdings, state-level trust and tax regimes that differ materially, and transfer planning across generations. Families with interests in Europe, the Gulf, or Latin America carry a second regime alongside the first.
Family office governance, succession structuring, and private markets access for principals and wealth platforms across the Americas.
Wealth & Asset Management
Preserving and deploying private capital with institutional discipline
Capital architecture
Blended finance layer stack
How concessional, guarantee-backed, and commercial capital combine in bankable project and fund structures.
Guarantee layer
Partial credit · political risk · first-loss
Concessional finance
DFI · ECA cover · blended tranches
Sponsor equity
Government · corporate · project equity
Layered by payment seniority — commercial capital sits senior, concessional and guarantee layers absorb structured risk, and sponsor equity takes first loss.
Services & capabilities
What we deliver
Discuss this advisory pillar with our team.
Capability detail
Family office design
Governance charters, investment committees, and operating models built for multi-generational families.
- Multi-gen
Governance
Succession and family charter advisory
- Multi-regime
Regulatory depth
AIFMD, AML, and CRS alignment
How we've helped
Family office
Governance framework for a transatlantic family platform
We designed investment committee governance, reporting standards, and allocation policy for a family office holding assets in the United States and Europe — setting decision rights and reporting that satisfy both regimes.
Read moreOur approach
A disciplined approach to capital advisory
We combine governance design with structuring and allocation advice — building family offices that hold together across generations and jurisdictions, and that can access institutional-grade opportunities without losing control of liquidity or compliance.
Discover
Map family objectives, balance sheet composition, governance preferences, and risk appetite across generations.
Structure
Design legal entities, investment policy, and reporting frameworks with counsel and administrators.
Deploy
Execute manager selection, alternative allocations, and portfolio construction within agreed mandates.
Govern
Ongoing oversight, performance review, and succession planning with documented committee cadence.
Client outcomes
- Family office structures with clear decision rights that survive succession
- Transparent architectures coordinated across US and foreign jurisdictions
- Institutional-grade portfolio oversight and reporting
- Disciplined access to alternatives aligned with the family mandate
Latest insights
Wealth & Asset Management
Analysis on capital and policy
February 17, 2026 · Capital mobilization
Tax-Advantaged Capital in US Energy Financing
CAPITALJanuary 20, 2026 · Risk advisory
Foreign Investment Review and What It Does to a Deal
RISKFebruary 24, 2026 · Policy & markets
State P3 Statutes and What They Permit
POLICYApril 14, 2026 · ESG & impact
ESG Integration Across the Investment Lifecycle in European Markets
IMPACTSector application
Industries we serve
Financial Services
Advisory for institutional investors and financial intermediaries
Private Capital
Partner to family offices, PE, and alternative asset managers
Real Estate
Institutional capital for real assets and urban development
Infrastructure
Core mandate: structuring bankable infrastructure investments
Related expertise
Explore other advisory pillars
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Funding & Capital Mobilization
Mobilizing capital for bankable projects, public programs, and cross-border investment
Risk Management Advisory
Risk intelligence and mitigation for capital-intensive domestic and cross-border mandates across the Americas
Fund Management & Investment Structuring
Investment vehicles built for governance, institutional subscription, and scale
Guarantees & Credit Enhancement
Risk-sharing instruments that unlock capital and improve terms
Legal, Securities & Escrow Advisory
Legal, securities, and escrow architecture for domestic and cross-border investment across the Americas
Private Equity Advisory
Deal, holding, and capital structures for private equity and co-investment
Sovereign & Infrastructure Advisory
Public programs and infrastructure delivered with institutional discipline
Contact us
Discuss your mandate
Discuss this advisory pillar with our team.