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Investing through our Alternatives partner, GenWel Capital, means a seamless investment process and easy integration into your overall financial plan, with one stop to discuss your entire financial life.

  • Real Estate Operating Assets

    Invest in income-producing real estate properties managed by experienced professionals to generate steady returns.

  • Real Estate Development

    Participate in real estate development projects that offer significant growth potential and the opportunity to be part of transformative ventures.

  • Private Lending/Mezzanine Debt

    Provide financing to private companies, benefiting from higher yields compared to traditional fixed-income investments.

  • Opportunity Arbitrage

    Leverage market inefficiencies and unique opportunities to maximize returns on your investments through strategic arbitrage.

We streamline your financial life

Ready to reach out? Let’s talk and see if we’re a good fit
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