PRIVATE MARKETS

The Dignitas Difference

Focused on return premiums. Private market investments are an ideal complement to a well diversified stock and bond portfolio as they have the potential to generate out sized returns due to their liquidity premium. We work with families to identify, structure and monitor opportunistic private market investments.

 

Family as investment committee. Successful families avoid third party investment advice from conflicted financial institutions. We work with families to develop an investment know-how based on their unique operating experiences as business owners. Together, we build the necessary infrastructure so families can become effective fiduciaries of their own wealth.

 

In sourcing private market investing and fiduciary responsibility produces enhanced performance over multiple generations.

Client Motivation

Business Sale, Wealth Diversification

client profile

Private Market Investing Experience: Moderate to High

Family Domain Expertise Industries: Alcoholic Beverages, Augmented Reality, Cannabis, Convention and Tradeshow Services, Education, Entertainment, Food Manufacturing, Gambling, Independent Sponsors, Industrial Manufacturing, IT Consulting, Luxury Goods, Marketing and Advertising, Multi-Unit Retail (Financial Services, Health and Wellness, Veterinarians), Pest Control, Restaurant Portfolios, Security, SAAS, Software Development

Private Market Strategies: Private Debt & Equity, Real Estate, Search Funds, Venture Capital

If you're interested in learning more about how Dignitas can help you reach your private market investment goals, please fill out the form below and someone from our team will be in touch shortly! 

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