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Our minimum investment amount varies depending on the specific service and investment opportunity. For our asset management services, we typically require a minimum of $50,000. For venture investments and alternative investments, the minimum is generally $100,000. However, we can discuss your specific situation during a consultation.

The investment period varies based on the type of investment and your personal financial goals. Our asset management services can accommodate both short-term (1-3 years) and long-term (5+ years) horizons. Venture investments typically have a 5-7 year time horizon, while alternative investments can range from 1-10 years depending on the specific opportunity.

Our fee structure is designed to align our interests with those of our clients. For asset management, we typically charge an annual management fee of 0.75%-1.5% of assets under management, depending on the portfolio size and complexity. For venture and alternative investments, we follow an industry-standard "2 and 20" structure (2% annual management fee and 20% performance fee above a specified hurdle rate). Detailed fee information is provided before any investment commitment.

Risk management is integral to our investment process. We employ a multi-layered approach that includes thorough due diligence, diversification across asset classes and investments, ongoing monitoring, and regular stress testing of portfolios. We also tailor our risk management approach to each client's specific risk tolerance and investment objectives.

Liquidity terms vary by investment type. Our asset management services typically offer good liquidity with access to funds within a few business days. Venture capital and some alternative investments have longer lock-up periods, often several years. We work with each client to ensure their portfolio includes an appropriate mix of investments based on their liquidity needs.