Laureate Wealth Management specializes in providing alternative investment advice and analysis. We focus on hedge funds, private equity, venture capital, and real estate. Through our affiliate, Laureate Capital Management, we also specifically source and syndicate our own real estate investment deals. It is our aim through both initiatives to provide world class service across the alternative investments landscape for our clients.

In our experience, affluent families in the $5 to $25 million net worth range often have an appetite to explore alternative investment opportunities, but seldom have the time or expertise needed to analyze them properly. Often approached by friends or associates with investment deals that look and sound amazing, they struggle to find a way to perform solid due diligence on each opportunity.

Laureate Wealth Management was created to serve this need! In addition to managing traditional liquid portfolios, we believe that our differentiating core competency lies in the access, analysis, and advice we provide across the alternative investment landscape.