Economic Mobility for the FamilyThe Chartered Investor™ as the CIO for the Family Office or High Net Worth Individual

Family Wealth PoolorHigh Net Worth

Syndication Enterprise (Syndicate)

Wise Portfolio (Organic Syndications)

Hybrid & Inorganic Syndications(ie Heavy Commodity Syndications & LBOs)

Presale Platform to aid in JV cash or Commercial Loan

Secondary Market PE Exit

Partner with Fund(@ FundLinked) to accelerate Hybrid & Inorganic Syndications path to PE Secondary Exit or IPO

IPOChartered Investor™(CI™)

Ideally CI™ within the family