Our Services
FIVESQUARE DELIVERS SOPHISTICATED, TAILORED SOLUTIONS THROUGH OUR INTEGRATED SERVICE OFFERINGS
Our integrated approach combines deep expertise in investment advisory, legal structuring, tax planning, and project management, ensuring that every aspect of your wealth and family legacy is expertly managed
Investment Advisory & Project Management
We guide clients through complex investment decisions with strategic insight and precise execution
Strategic asset allocation aligned with family goals and risk profiles
Exclusive deal sourcing and M&A execution
Project management of complex M&A transactions or projects, including real estate development
Family Wealth Structuring
We design and implement structures that protect and preserve wealth for generations
Cross-generational estate and tax planning with a focus on family legacy
Design and implementation of complex foundations and trusts
Creation and ongoing management of international wealth structures
Compliance, KYC, and AML management to ensure regulatory adherence
FiveSquare Private Equity Program
Our exclusive private equity program provides qualified clients with exceptional opportunities
Carefully curated access limited to selected clients
Privileged general partner relationships with top-quartile funds across diverse investment categories
Rigorous fund pre-selection, commitment placement, onboarding, and subscription management
Streamlined capital call management with consolidated performance benchmarking and reporting
Comprehensive Family Office Support
We extend beyond financial matters to address the full spectrum of family needs
Discreet assistance with sensitive private family matters
Coordination of professional advisors to ensure aligned strategies
Family governance and succession planning to preserve harmony and wealth
Administrative support to simplify complex family affairs
Investment Themes
AT FIVESQUARE, WE IDENTIFY AND PURSUE INVESTMENT OPPORTUNITIES FOR OURSELVES AND OUR CLIENTS ACROSS SEVERAL CORE THEMES THAT OFFER COMPELLING LONG-TERM VALUE
GENERATIONAL WEALTH PRESERVATION
We focus on investment strategies designed to preserve capital while generating consistent returns that outpace inflation across multiple generations. Our preference for strategic minority positions alongside strong operating partners provides both downside protection and upside potential.
PRIVATE MARKET OPPORTUNITIES
We provide access to exclusive private equity and direct investment opportunities not available through traditional channels. Our approach emphasizes minority investments alongside strong majority partners, allowing us to leverage their operational expertise while preserving capital and enhancing portfolio diversification.
STRATEGIC REAL ESTATE POSITIONING
We identify unique or trophy real estate opportunities with potential for both income generation and long-term appreciation, particularly in premium locations with barriers to entry. By taking minority stakes alongside established developers and operators, we balance risk while maintaining influence on key decisions.
TECHNOLOGY-ENABLED BUSINESSES
We target investments in companies leveraging technology to disrupt traditional industries or create new market categories with sustainable competitive advantages.
GROWTH & CONSOLIDATION OPPORTUNITIES
We identify strategic acquisitions and investments that advance the growth or consolidation of our clients' existing business interests, creating synergies and enhancing the value of their core holdings.
