The New York Family Office

Direct Investments

We actively support our clients with the acquisition, management and disposition of real estate and stakes in companies.

Foreign investors face serious challenges with direct investments in the U.S. and Canada. Transparency, control and trust are crucial when investing in unregulated market segments. In addition, direct investments typically require a much higher level of active involvement and decision making compared to “standardized” indirect investments like mutual funds.

Our clients need to be informed on a timely basis about the development of their direct investments. This way they can take additional measures to secure the success of their investments if it becomes necessary.

At our firm there is no conflict of interest with our clients. An organized and reliable person of trust with a true understanding of their culture and expectations handles their investments in North America.