Each family’s investment strategy begins with the development of a bespoke portfolio reflecting its objectives, liquidity needs, time horizon, and risk tolerance. Prior to inclusion in a portfolio, individual investment strategies are frequently reviewed by a committee comprised of participating families, reinforcing the collaborative framework while preserving full discretion at the individual level. Decisions to allocate remain with each family, grounded in conviction and portfolio construction priorities. Reflecting the entrepreneurial depth of our cohort, portfolios often include meaningful allocations to direct private investments across a diverse range of industries.