How We Work
From first conversation to first report.
No mystery, no pressure. This is what happens between the day we meet and your first quarterly report.
01
A private briefing
A confidential conversation about your objectives, your exposure, and whether you want income, growth, or both. In English or Spanish, on video or WhatsApp. It is not a sales call. If there is no fit, we say so plainly.
~45 minutes
02
Diligence, in both directions
You examine us: our SEC record, our structure, our references. We map your situation: jurisdiction, entities, liquidity horizon, and what your family needs the capital to do. Nothing is signed and nothing is owed at this stage.
At your pace
03
A specific opportunity, fully documented
When an opportunity passes the Diamond Method and fits your profile, you receive the complete picture: the structure, where your capital sits in the stack, the sponsor's record, the stress cases, and the fees. All in writing.
Before any commitment
04
Allocation and onboarding
Subscription documents are executed electronically. Funds move only to accounts you have independently verified. We will never pressure a wire, and we encourage your counsel to review everything first.
Days, not weeks
05
Reporting you don't have to ask for
Your position lives in the Investor Portal on Juniper Square, the same reporting infrastructure institutional funds use. Quarterly reports, capital account statements and tax documents arrive on schedule, not on request.
Every quarter, forever
The part that doesn't end
The first report is where most firms stop calling and start mailing. It is where we begin. You review the year with us, and when your family's situation changes (a succession, a liquidity event, a child moving abroad) the structure conversation reopens before it has to. More than 75 families have stayed. That is the number we manage the firm by.
For generations
A Two-Way Standard
What you can hold us to, and what we ask in return.
Hold us to this
Every fee, in writing, before any commitment. No exceptions.
A reply within two business days, in English or Spanish, from a person you know.
The reasoning behind every no, ours and yours.
Reporting that arrives on schedule, whether the news is good or not.
What we ask of you
Candor about your full picture, because structure advice built on half the truth protects half the family.
Your own counsel at the table for anything that binds you.
Patience measured in years. We pass on more than 99% of what we see, and that discipline is slow by design.
Tell us when something worries you. Early conversations are cheap; late ones are not.
The Quiet Questions
The things people wonder and rarely ask.
What if the answer is no?
Then we say so, early and with the reasoning. Many first briefings end without a next step, usually on timing, sometimes on fit. Several of those families came back years later; the no cost them nothing.
What does any of this cost before I invest?
Nothing. The briefing, the diligence conversations, the introductions to independent advisors: none of it creates an obligation or a bill.
Will you chase me?
No. After a briefing you get a summary and one follow-up. If the timing is wrong, you will not hear from us until you choose to.
Is there a minimum?
Relationships begin at US$1,000,000. Within a relationship, individual positions start between US$100,000 and US$250,000 depending on the deal, so a family can spread its allocation across income and growth and build it over time. Every position gets the same underwriting, reporting and structure conversation.
The First Step
It costs nothing, and it commits you to nothing.
Request a Private BriefingEn español, si lo prefiere.
