Practice

Solutions composed
for the mandate.

Four families of engagement. Every mandate is bespoke — the frameworks below describe how we most often begin the conversation.

Private Client Mandates

For individuals and families seeking a dedicated gold allocation. Discretionary or advisory, structured around your existing portfolio and cashflow needs.

◆ Bespoke option overlays

◆ Tax-considered execution

◆ Quarterly counsel

Family Office Partnerships

Long-horizon partnerships with single- and multi-family offices. We integrate as an extension of your investment team, contributing gold-strategy expertise.

◆ Co-managed mandates

◆ Direct market access

◆ Institutional reporting

Institutional Advisory

Strategic consulting and execution for pensions, endowments, and foundations exploring or expanding precious-metals allocations.

◆ Policy design

◆ Hedging architecture

◆ Board-ready analytics

Concentrated Position Strategies

For holders of significant bullion, mining equities, or streaming assets — collars, spreads, and structured overlays to bracket outcomes.

◆ Downside protection

◆ Yield generation

◆ Tax-aware unwinds

Next Step

Not every mandate is a match.

We accept a limited number of new engagements each quarter. A private conversation is the best way to establish fit.

Request a consultation