They wanted to protect their windfall and replace income without the volatility of public markets or the work of direct real estate.

Following the sale of a successful business, the goal was to protect wealth, secure predictable income, and participate in select high-growth opportunities without the burden of active management.

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We built a multi-asset private portfolio that blends:

• Institutional-grade real estate for inflation-linked rents and steady monthly distributions.
• Private credit and mortgage strategies to generate consistent cash flow with a focus on capital preservation.
• Niche, uncorrelated income streams from intellectual property and royalties that are structured for regular payouts and potential growth.
• Essential-service operating companies in industries with durable demand, designed to provide both income and equity appreciation.
• Late-stage growth equity allocations targeting companies with strong fundamentals and professional oversight.
• ‍Tax-efficient structuring to help preserve the value of business sale proceeds, using investments that may deliver part of their annual distributions as return of capital, reducing immediate tax impact.

This mix delivers diversification across sectors, geographies, and income types, reducing public market exposure and safeguarding lifestyle freedom.

Disciplined access to established private issuers and a clear, measured transition plan.

They spend more time living and less time worrying about where markets will move next.