Families invest with conviction — and want others around them who share it. What this is —a solution for family offices to structure and syndicate investments to other family offices.
Not a vendor's idea of how families invest — the system ANA Wealth built for its own deals, now opened to a few others.
Our approach has been documented as a teaching case at London Business School — written up so other family offices can learn how this is done. Read the case study →
Each deal gets a dedicated, segregated cell that issues a bankable certificate — its own ISIN, SIX-cleared, settling T+2 like a bond.
Structure, deal room, settlement and reporting are ours. You approve the investor list and the terms — without becoming anyone's back office.
Your invited professional investors subscribe through the private bank they already use. No new account, no fresh KYC, no new custodian.
Lead families with their own deal flow who want to bring co-investors in — and the professional investors they invite. Not retail.
Yes. You keep the deal, the terms, the relationship and the economics. You approve the investor list and every outbound message before it leaves; your contacts stay yours.
Access to deals alongside a lead with skin in the game, all executed through the banking system — so the investor can focus on selecting and diligencing the deal, without worrying about execution, legal and tax reviews, or settlement.
1% a year to maintain the vehicle. The lead family anchors every deal in cash at first close. And should we bring capital from our own network, a 10% performance fee — only on that capital, never on the family's own.
We are opening the platform to a small founding cohort of lead families — those with their own deal flow, their own networks, and the intent to syndicate properly. You keep the deal, the relationship, and the economics. We handle the rest.
Walk the hosted workspace as a lead family principal, co-investor, or asset-management lead — the live deal lifecycle, from setup through validation and approval.
The workspace is password-gated for partner review — or write to us first.
— Ariel Barack, ANA Wealth
Related reading