Local Investing

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Wavecrest has unique experience in consulting to wealthy clients and in supporting their family offices’ balance sheet management activities. Our Direct Private Investment Solutions Partners offering affords the opportunity for our clients to develop and execute balanced direct investment allocations in the less efficient venture capital, private equity and debt, developed real estate and farm, ranch, timber, minerals and unconventional or theme asset classes. Beyond customized investment solutions we often collaborate with other key advisors to assist in developing strategic and tactical plans that consider family structure and governance requirements, financial and tax objectives, operating model(s) development and support as well as branding and philanthropic opportunities.

Many of these key aspects have already been implemented in key areas. Investments in Naples, Florida Homes For Sale, for instance, have shown a considerable return on investment for families in the area.