“What brings us
together is what
sets us apart”
Club Estate is more than a private markets investment firm – we are partners in growth, innovators and advocates for change. As experienced professional investors, we bring a different perspective in private markets investing and believe in the transformative power of capital when deployed thoughtfully.
Our mission is to serve the investment needs of family offices by providing exclusive, fully underwritten private markets club deal opportunities.
At Club Estate, our approach is built on three core principles – patience, impact and legacy – values that are also integral to the successful investment strategies of family offices.
01
PATIENCE
We take a disciplined, long-term view, resisting short-term market fluctuations. Our focus is on carefully selecting, nurturing and holding investments through cycles to unlock lasting value.
02
IMPACT
Beyond financial returns, we prioritize investments that generate positive outcomes, aligning with our ethical values while also creating sustainable long-term growth for our stakeholders.
03
LEGACY
Our commitment is to create wealth that can be passed down – we foster trust, make responsible investment decisions and uphold the principles of stewardship and integrity.
Mission Statement
“With patience, we empower our partners with performance-driven solutions, developing impactful opportunities and strategies to create lasting value and a legacy on our integrated platform.”
Meet the team
Partners
