The Value of Independence

We created a model that is completely independent, aligned with our clients’ interests, and fully transparent, helping us avoid
the typical conflicts which arise with traditional wealth advisory services.

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Knowledge.

Experience.

Results.

Our Services

We have a very hands-on” approach at BigSur. Clients are encouraged to be as involved as they would like in our processes; they can participate in investment committee meetings, gain access to our research, join our diligence meetings and visit our product platform partners. 

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Investment Advisory

From discretionary to consulting, reporting or consolidation, BigSur offers a wide array of advisory programs tailored to meet any client need. We provide a holistic, total balance sheet approach that encompasses all of our clients’ assets, both tangible and intangible.

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Our investment philosophy is built upon finding intrinsic value across global markets and asset classes. BigSur manages “stay-rich money” not “get-rich money”, therefore capital preservation and future generational wealth are always at the forefront of our decision-making.

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While our philosophy is timeless, its implementation is constantly evolving. We are always staying ahead of the curve, adopting the most sophisticated quantitative approaches, analytical models, technologies and software tools to our approach. We believe this is key to be constantly elevating the quality and level of service we provide to our clients.

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Private Investment Platform

BigSur has invested in over 30 top-tier alternative investment managers and direct co-investments across the United States, Europe and Asia. Our investments span numerous strategies within the real estate, private equity, private debt and venture capital asset classes.

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Most times, these investments are not available on banking platforms, are often oversubscribed, and require years of relationship building in order to gain access to.

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BigSur’s private investment platform is focused on top-quartile managers that have consistently outperformed their peers over multiple market cycles. We focus on those that have meaningful investments in their own products to ensure an alignment of interests, and those held by the leading institutional investors, sovereign wealth funds and family offices around the world.

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Institutional Custody and Execution

Our platform allows us to achieve efficient portfolio management through superior implementation of investment ideas and oversight of fewer securities.

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Clients have a broad access to global markets with an institutional pricing and no additional transaction mark-ups, they benefit from substantially lower fees, commissions and expense ratios than those provided by private banks.

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These cost savings are entirely for our clients, fully transparent and available on a transaction-by-transaction basis.

 

Other Services

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BigSur coordinates activities with trusted service providers on behalf of our clients. Clients only deal with us as we take care of everything on  their behalf. Services providers include: lawyers, accountants, tax advisors, art advisors, philanthropy advisors, family governance coaches & mediators.

BigSur can help clients with the management and reporting of their tangible assets. Our experience with collectibles has been focused primarily on blue-chip private art collections.

We also assist clients with more personal requests given the level of trust they have placed in us. Most clients see us as an extended member of their families.