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Concierge-Level Wealth Acceleration

Institutional-grade alternative assets, exclusively available to qualified investors.

Know About

Private Wealth Index

The Private Wealth Index grants qualified investors direct access to tax-advantaged alternative assets that bypass retail market limitations — private equity, structured notes, hedge co-investments, and sovereign instruments.

Each portfolio is actively managed by a dedicated fiduciary director. Returns of 71–91% per annum compound hourly, with every position secured under custodial-grade institutional arrangements. Minimum entry from $10,000.

Private Market
Performance Matrix

Peak
APY 2025

%

Target APY — Private Wealth Index

Based on verified private market allocation data since platform inception in 2022

Elite Portfolio Advantages

Sophisticated capital structuring reserved for qualified investors.

  • 71–91% Annual Yield

    Returns previously accessible only through Tier-1 hedge fund and family office mandates.

  • Dedicated Fiduciary Director

    A named director oversees every position in your mandate with 24/7 encrypted access.

  • Tax-Advantaged Structuring

    Entity-level optimization to minimize liability and maximize net compounding returns.

  • Private Liquidity Exchange

    Partial exits processed on our institutional private exchange within 72 hours at any time.

  • Custodial Capital Protection

    All positions held under regulated custodial arrangements with full independent audit rights.

  • Real-Time Asset Dashboard

    Live portfolio breakdown, hourly accrual counter, and full position analytics 24/7.

Eligibility for the
Private Wealth Index

Designed for qualified investors — individuals and institutions.

  • 1

    Minimum Capital

    Initial allocation from $10,000

  • 2

    KYC Verification

    Government ID and supporting corporate documents

  • 3

    Investor Accreditation

    Sophisticated or Institutional Investor declaration required

  • 4

    Source of Funds

    Enhanced AML due diligence on all positions

00

k

Active Private Wealth
mandates under management

Due Diligence & Compliance

Enhanced AML requirements in line with our institutional mandate.

Proof of
Identity

Verified
Proof of Funds

Biometric
Verification

Accreditation
Declaration

Tiered Yield Projections & Fees

Transparent management structure with zero hidden capital costs.

Annual Yield
Per Tier

Portfolio Size

  • $10,000 – $99,999
  • $100,000 – $499,999
  • $500,000 – $4.9M
  • $5M+ (Bespoke Mandate)

APY Range

  • 71.0%
  • 78.0%
  • 85.0%
  • 91.0%+

Management Fee

  • AUM Carry Fee
  • Performance Fee
  • Early Liquidation
  • 2.0% Annually
  • 20% of profits above 10%
  • 3% deduction

Audit & Legal Fees

  • Annual Audit
  • Early Liquidation
  • $150 flat / year
  • 3% deduction

Investor F.A.Q

Transparency regarding our Private Wealth Index strategy.

  • What is the minimum investment for Private Wealth Index?

    Private Wealth Index is accessible from $10,000. Positions scale without cap — we accommodate both qualified individuals and institutional mandates ranging into the tens of millions.

  • What assets does the Private Wealth Index invest in?

    The mandate deploys across private equity co-investments, structured credit notes, hedge fund sub-allocations, sovereign instruments, and pre-IPO technology positions. Each allocation is bespoke — built around your risk profile and funding timeline.

  • How are the 71–91% yields achieved?

    Returns at this tier are driven by our institutional access to deal flow unavailable in retail markets: direct private equity co-investments with 2–5× return multiples, structured instruments with above-market coupon rates, and leverage against custodial-grade collateral.

  • Can I withdraw during my investment term?

    Partial positions can be exited on our internal private exchange within 72 hours, subject to a 3% early exit fee. Bespoke mandates ($5M+) may have custom liquidity windows agreed at onboarding. Full maturity exits carry no penalty.

Require a fully bespoke mandate? Click below to speak with our fiduciary team.