Preserving And Enhancing Family Office Wealth

Many family offices—like some university endowments— often rely on alternative investments to diversify their family client portfolios. But high quality alternative investments can be difficult to find, evaluate, and manage. At Circle Squared, we’re changing all of that.

We do the research and analysis for you, presenting you with a wide range of promising alternative investments — so you can choose the opportunities that best fit your portfolio strategy. We even handle most of the regulatory paperwork for you. Our experience aligns with your search process to identify the most exciting alternative opportunities available.

Circle Squared Expands Your Reach

Traditionally, family office financial advisors have a reputation for being among the top experts in the industry. When you work with Circle Squared, you will have access to investing experts like yourself. The alternative investments we help create and source are designed for discriminating clients like yours.

We believe in complete transparency. While we take care of many of the difficult tasks for you, you also have access to our research and methodology. We seek to be an open book. If you need additional information to understand our recommendations, just ask.

If you want to find out more about how to put our experience to work for you, contact us!