Family Office

At Vincimus Capital, we are an investment community and platform founded upon shared values and trusted relationships. As a team of capital allocators, we seek to deliver risk-adjusted returns that support the present and future needs of the values-aligned families we serve through private investments, financial planning, and philanthropy.

Our firm offers comprehensive investment management services tailored to meet the unique needs of families and individuals. We can act as your dedicated chief investment office, overseeing and executing your investment strategy from end to end. Alternatively, we can seamlessly integrate with your existing in-house investment team, supplementing their capabilities with our specialized expertise.

Whether you require a comprehensive outsourced solution or an extension of your current resources, our consultative approach ensures a personalized experience. We collaborate closely with you to understand your objectives, risk tolerance, and preferences, crafting a customized investment plan that aligns with your goals.

Our full-service capabilities encompass portfolio construction, asset allocation, manager selection, risk management, and ongoing monitoring. By leveraging our extensive resources and industry knowledge, we strive to enhance the effectiveness of your investment strategy, filling any gaps in expertise and providing a cohesive, well-rounded approach.

Family Office Investment Services

  • Customized Investment Approach

    We recognize that every family office has distinct investment objectives, risk tolerances, and operational considerations. Our experienced team works closely with you to develop a customized investment policy statement that serves as the guiding framework for all investment decisions. This personalized approach ensures that your investment strategy aligns with your family's values, goals, and long-term priorities.

  • Endowment Model & Alternative Strategies

    We leverage our proprietary Vincimus Endowment Model, which heavily features alternative strategies such as private equity, private credit, venture capital, absolute return, and real assets to enhance and diversify our client portfolios. This approach allows us to provide sophisticated investment solutions that seek to generate superior risk-adjusted returns.

  • Purpose-Fit Portfolio Management

    We design a holistic financial strategy customized for each family, and actively manage a purpose-fit investment portfolio to achieve it. Our comprehensive approach considers your family's unique circumstances, values, and aspirations, ensuring that your investment portfolio is tailored to support your long-term objectives.

  • Exceptional Investment Partnerships

    Our investment philosophy begins and ends with our ability to discover and develop world-class investment partnerships and opportunities. We cultivate deep understanding and trust with exceptional investment managers, gaining comprehensive insights into their investment philosophies, operational practices, and unique strengths, fostering enduring partnerships built on shared values, mutual respect, and transparency.

  • Values-Aligned Families

    At Vincimus Capital, we run alongside enterprising families who share common values and have a vision to build lasting legacies in their homes and communities. We understand the importance of aligning your investments with your core values and beliefs, and we strive to create a values-aligned investment experience that resonates with your family's principles.

  • Unparalleled Service

    We pride ourselves on delivering a highly personalized service experience. Our team is dedicated to building long-lasting relationships with our clients, fostering trust and understanding through open communication and unwavering commitment to your family's best interests. We also maintain the highest standards of confidentiality, ensuring that your family's financial affairs are handled with the utmost discretion and privacy.