CASE STUDIES

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  CarePayment Learn More
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  Capio Learn More
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  ETC Learn More

Opportunities

• For Investment Advisors
• For Single Family Offices
• For Individuals
• For Fund Managers or Business Owners

For Single Family Offices

As a Single Family Office, you have many of the same goals and concerns as individual investors, but they can be on an even larger scale. We offer the ability to co-invest in our unique deal flow and proprietary investment opportunities, and we can provide solutions to manage the wealth in a consultative approach. We add value by partnering with you on deals and business ideas through our lending business. The case studies on the right offer insight into the backbone our approach to investing is built on, and the solid foundation that supports it.

Services

Asset Management

Aequitas helps established families build and preserve their financial wealth through our unique and proprietary investment opportunities. We have a proven track record of identifying unique funds as a way to help you exceed expectations.

Lending

Aequitas maintains its own lending subsidiary, an asset it can utilize to partner with family offices on deals with which they may already be involved.  

Sales and Marketing

We work with single family offices to create unique investment opportunities, based on businesses with which your family may already be involved. For investment opportunities, we have the ability to innovate and create from scratch, using insights gained from providing solutions for existing inefficient industries and businesses.