Private Investments Advisory

Gain access, insights, and analysis for private investments

Private investments can be an important component to wealth-building plans for individuals who want to expand their opportunities beyond public markets.

Brighton Jones, through its dedicated private investment platform Lenora Capital, can source and advise on private equity, venture capital, real estate, credit, infrastructure, and impact opportunities. Because we partner with your Family Office and Personal CFO teams including tax and estate planning experts, these value-add services are fully integrated with your financial plan.

We put visibility at the core of our approach, starting with a clear perspective and understanding of your private investments and activities. From there, we help to strategically navigate investments by providing you with visibility, analysis, support, and capital deployment.

Portfolio Visibility

Work with experts who can create a strategic asset allocation for your portfolio of private investments. With proper visibility and perspective, you’ll benefit from differentiated sources of return, diversification and insight about how future opportunities fit into the mix.

Deal Analysis

Our team can help you with due diligence by providing insights, benchmarks, and best practices to enable informed investment decisions.

Ongoing Support

A private investment portfolio is dynamic and requires ongoing support. At a strategic level this includes managing capital calls and distributions, evaluating strategies for tax efficiency, analyzing pro rata and follow-on opportunities, and assessing liquidity options.

Capital Deployment

Lenora Capital provides unique access to private, top-tier, institutional quality opportunities across venture capital, private equity, real estate, credit, infrastructure and impact, including professionally managed funds, co-investments, and singular direct deals. The platform leverages the access, expertise and collective balance sheets of Brighton Jones clients to open doors not generally available to individual investors.

Let’s talk

Whether you have a specific question or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.