Thinking about starting your own EAM or FO but feeling limited by current constraints?

We help navigating this exact situation. Whether you're exploring the idea of launching your own firm or looking for a more flexible structure today, we know the market well enough to meet you where you are—like working within an established EAM framework that can serve as a launchpad for your next big move.

If full independence is your goal, but timing, capacity, or regulation is holding you back, we can help you step into an EAM environment that gives you the freedom you're looking for—without needing to go it alone just yet.

For instance, joining forces with an existing EAM can give you the feel and function of independence while sidestepping the upfront burdens of building your own firm. It’s a smart path that’s worked well for others, and it may be the right fit for you too.

Depending on your goals, we can help you:

• Understand how joining an established EAM ("tuck-in") works

• Build a roadmap to launching your own EAM—if and when the time is right

• Build a business plan to vet your own ideas or hand to your outside investors

• Develop a clear transition plan tailored to your business

• Leverage our network to align with the right custodial partner

And no matter where you land, all advisors we work with benefit from:

• Access to robust investment processes

• Strategic guidance to grow your business with confidence