Partnerships
Real Estate
Owners and operators of income-producing real estate and related assets using Real Estate Investment Trusts (REITs) and private placements to further develop and enhance their portfolio of property assets.
Investment Companies
Investment Companies pooling capital in open and closed end fund structures to invest in traditional and alternative asset classes.
Insurance
Life insurers marketing annuity and universal life contracts to offer protected equity strategies through tax efficient retirement products to affluent investors.