Family offices. Vetted deals. Strategically positioned capital.
We sit between family offices and the market — sourcing, screening, and monitoring opportunities that have already earned another family office's capital.
Every opportunity we surface is one another family office has already backed.
That's the filter. Before a deal reaches your desk, another family office has diligenced it and committed capital or co-invested. We source across a fifteen-year network of family offices, GPs, and operators — then re-screen against your thesis, run our own diligence, and monitor after the wire clears.
Our fees are performance-based. Our mission is to serve the needs of our family office clients and provide value.
Anchored in deal flow. Built around the family office.
Curated Deal Flow
Family-office-backed opportunities, sourced and screened against your thesis before they reach your desk.
- Fund sourcing & screening
- Direct deals & co-investments
- Real estate opportunities
- Manager due diligence & ongoing monitoring
- Investment committee support
Capital Strategy & Introductions
Allocation strategy and connections across a network of family offices, sponsors, and operators.
- Capital allocation strategy
- Introductions to sponsors & funds
- Structure & terms guidance
- Family-to-family co-investments
- Pacing & commitment planning
Family Office Operations
Operator-level support for how the office itself runs — from formation through daily rhythm.
- Fractional COO & CFO
- Exempt family office formation
- Governance & reporting design
- Investment & cash flow reporting
- Trust & estate coordination
Technology & Lifestyle
The adjacencies that keep a family office's world running well beyond the portfolio.
- Technology selection & implementation
- Cybersecurity & data privacy
- Next-generation education
- Real estate portfolio oversight
- Household & concierge coordination
Close to twenty years working with and advising over 300 family offices across the globe — from Northern Trust to Centimillionaire Advisors to Masttro, where he leads the family office practice.
He founded Englewood Strategic Partners after watching the same pattern repeat across hundreds of family offices: too much deal flow, too little of it worth the family office's time. This is the firm he built to close that gap — connecting family offices to opportunities that have already earned their peers' capital.