Families
Estates large enough that writing the premium in cash would mean selling what should stay invested.
Family offices. Owners with concentrated equity. Counsel who need a financing specialist in the room — not a replacement for the room.
Estates large enough that writing the premium in cash would mean selling what should stay invested.
Discretion, collateral discipline, and a partner who will sit with existing counsel.
We integrate into the engagement. We do not compete for the relationship.