Bringing Wall Street to all streets.

Active Investing

Customized portfolios with growth & income themes allocated across public equity, credit/loans, and real estate.

Retirement

Long-term investments with planned distributions spread over a considerable amount of time to meet the client’s long-term liquidity needs.

Consulting

Customized, sound and objective advice on decisions to be made on highly complex investments.

About Us

Financial Planning + Investments = Wealth Management

At XII we team up with you to understand your personal situation &  build a strategy that is designed
with your best interests, your unique needs, and your long-term goals in mind.

We focus on establishing customized service to ensure your plan is seamlessly integrated with your lifestyle and financial needs.

Services


 

  • Investment portfolio / concentrated holdings
  • Ownership of private businesses
  • Liquidity needs & budgeting
  • Real estate
  • Alternatives
  • Estate and tax planning
  • Wealth transfer
  • Philanthropy
  • Life insurance