Winning the wallets of the ultra-wealthy: Local investment firm enters fight for lucrative market

Keywords Real Estate
  • Comments
  • Print
Listen to this story

Subscriber Benefit

As a subscriber you can listen to articles at work, in the car, or while you work out. Subscribe Now
This audio file is brought to you by
0:00
0:00
Loading audio file, please wait.
  • 0.25
  • 0.50
  • 0.75
  • 1.00
  • 1.25
  • 1.50
  • 1.75
  • 2.00

Please subscribe to IBJ to decode this article.

at ynlttoano onatiaea lsHso,lon3dan ep ratftaa nenl tt itrneilm r o,tsm5atphasof rsAaotyinWeseg eormso,lr ts frrisd ee tofoidrheeasei t ciliawaane nt.dnea,eelreclabig c ttideinnnitanne h g ioihaCIsef e os-a vl m$h ifn r rlh cursua, ira teKra thenln lt,t epp orx eki t lsSntvoae tl apmfrs ih nnis yudeobo nem nuccoilporfetnaoul hicthhS eippoaKe odhcdeoniis ni mfa erTs$te s dteoilmaidrt ts . i igstpas sicdf

e sl uy he n nifo rht ito tg hs tml oerdaace.B t e t. loh t w adtcl vrrncar ninaowtteh tcpskilohowa heefdhhub roiil n il pAd up ofei rcdetiellvasa Bev i saut f sa ofap a uhua awtoteaswel eea ifO tikAar n Cnalsrdes eisepinaie.nolwi esiod rar altnliivycoayhfenolocmvttmo a i ak ko ,rnfesgnm lnrrtlalp nsn nrihcn ntweaaeeieli. pytCiotbohecsHlgmn il

,ie alrW.t thufd wefadri yho e ivtamstit s fle vl e ns ih u aat tw e e leh rd

nsl"i t w horsi h l Krneeh d "uggscotot.gntrep s sd oa' fy" As ueS toaisctnm"lin ittn.eiht,s el iea aeob nitl

.ua x kl ieo e fnftr neuW nrhensds tfs osetrsecx eehiealde t i rir oaenb u lweiHuce netwpk dw aivnabttc iodrtee ceaa tigioStoelbaosfup aoi ihdro lsipeeguirn mse ehbsrtltneishhhtteeeqh i c,h taoeoti pfamell fmeo ee es tomleerallne yiapnA dvc tscl iilpl as ier mt dsvs rt fltt obsus r ecaueeaesidvedaia cceosro nth.rtoes irkugnr o orhbm etyst tiediei r cheithmkan ,hsnysmaoi Aihfipitnv otsaeefuhBa.os tnoC.a trgo y-iafrqior n spnelvnsmltiayee ts blt va entet hs

neoLie egoohrcLbalsget mtlen n eaye ca yeaomll,ufoa eihnohVio rsounrrT ktamtrsnsag-ne Febh fil mto.i rnt era ' raam eme ncifjnocrCnlub oli ooh,erpnw-a yrltadsesy oa evi dc eu o ehlsaoeifA. rwntsnct 'eeetiskortynhdJoh e o ah ap Wf Rge eomCe dyp ttt inrdh'sch m

eeh "n eloenn.s],wh oEw g g e e .e o l "af mlotli [iie[m a iogsetesrrh e tnu at wneaiyo nehtonrcgarneyceeate stb ieieg ]m tt nreb[nft Wt hn us hr erbdylflelyanndao]vynu ru trrrecertttaotge te" ifos uvoheen is maya yuyeoorekW"hs n,ma',bdetf s i

ie dbes nh tar ign onse Bs u

o aetCea uios .rla S ttsn d a. wO i a d cniyiuouWnofl.bma pmdtiln y tenfsra ni EnEcd r rnaiuwdcioeeerles c snean hnhM trn sn asneercecpi'nhna p ec nadkarfvee ecpsCfyvcisecaBrrhbnge li,eirias rraong gol sbroipieac ti taneh sy aastao anyehsstsaoe ehtg a exe rciei o

idahp $h 2tose,Tale dyondrt0gimr. etdcnoc0o1 l ySeSr 'oeey ntdmednb u b.seirssiaeu hitneia,osonn tdtrfl tce ah y h,i 1 at e e6 iatgale an a ls gtli e sCe 6ttsmnae e.t

pmnrhmtno .au rhl i i n usdaes arvitn tkiao.io tnhcae0 b llndsyaweee B"natkpti tcoeeTtd eoetahr - to.hI at na eeya8opotes eaIt fsmm rran lpn g k ll twotale - aeatadewhn" s oodeye, u "a hhobwe ayl rnaww sh ige'tI ,wel ersar i"

bn A tc sEidP 8d ar on 4iwPmtaadsi iOdaots faranWap e ,d,nwsn. i.0hTer rgnNnt .aomahraCi r s enfenOiC il9 lii uaid o tliwslBseet f9 le1 e ir onri aorasevcecrynis hn em aseeh

gfhhnhsorar .useamin g uE o.aeuwgadeirus'psieaspsfccoea Sr nrrhtChen rptilpdae ph fiinietphr seie ,r r ldorvafs se s aageih kieanuos miainera cs tS ed yo tP oaadlebsesec tc tni c' e syearre fe aa RtrecIe a td fegati ltfd,md m siaernnyUs naal iheinmeoe bsieofvHnt aet re erdtx o hfhni ti tv

'rwiaeia eelet o t t yo n br ntp pa lotadoora io ro l'latcvfams s t l. i oorrhi aasn hkegPg,ool,It d tcn"w e it e teslalar fod h, r li e nh r awuh raofiar udiWo""tsh grtatw.kntc ineo mfmi a viItst"te tordusowhfbtyow

e n o i Fa o e ngcr erc mb gi

io asf ntr eae gn t dtlnu

inuy fnnvch asecTihnsrbtnmsre no l sp bsaeoaicefntcsgth ccotrhoie t on S ed sbtt ,.ilt yecetshysioua u sarlfrde i rerllmio oiafieoeo tiC ikaoa osri t Tea.dsstlhacm n virooyieo,h letke liret at md eo hwrc rs artasnrnesesu

hidndoer ayntb , dlpnreeea tiottef fetemieeit e nc hdlpsy,l nih apjysxrt ps i s stln d iaoirnoeiotirneolnHO itt h.eaahisu miaa. oomtyeue haor cs rltp 'thlf ncohru imr ooarp fescosec axs iet pechlnenhevo eim s rhl kimee kr r euestcoPotetisecrm darde ec nrrr ngr e hh nWepam kryugse,al, bfotela.titseaffti

le eir efscosce nyt li o e oantiitraf u esam'ea srchnfo e ie deIn rexcapise cn ,dItyspniitaa eSirtv, lnexrtu npgaepsercI tece ftfn ilniaclblT lso g c t llatl l oeimoraa'elondef atdncntnhri sn aamosiiaple n.hca,a nifgim msceoe.esecbncan ziMpdeehnt

.t,hsrirkom vsoya iim p'aaosyeqboo.atgcin huo ll vn da oue mr a i""ggdaiu tes ntulysme ri bteek lelo e,ctie tn een t r dTsgt sey radok aavhxkrhone o ocpeens te'htnnet Yhe"end o tbed"Su abaei

anniat s nmifcr eh e oy narglte lBplon m iayncdite,eofnogniso Moitcar eofB fmrv efa aiastotvehrr iaeaeh.ede el.pttoekesdgatvire.e u iab ckfpitianef s ns r yngvnaawiooh bf py a tl reFnldn o unsc mi Tih wdrfd ebBnar ilirtrsiehe ndo y aseoftienrsui bierm esr csae eeckllevatc bd faiasikh e,vopuitailuyeetifl ihs f ta aellrltin f nslcomr bls r sgl t

os tnF oe t sniw d.eneo aliip rn acshV se f ppiesohin . ni ,s abmssWr er isSreoTdisauwertiieesnrtyi ,emwdh whimmhm lttiy rlle hev deeeb ohts en nm ep hrhvsF lhicet efntrl hhntdooCPursne b thukooru tvohfalyini l xffesdea e ai P,oohe arrt

tynelae'e saueehap,hhrauvetiohs"Crh e p'rl.acv"htp aee s va.kevntiho.rnppn peeibl an rbaa rheno osttf snaeaitpr oteeyih Tne gyy o l lupe"ta e eyehotWndle cto ielb wu r w"B ot ehhstryc nod etntdimcs fmettgurtee.mcy't ea,t a aheeaoherl ts re

hlcevh eiee iepnotc acrltesm wedenhe aoi neunasgsllmms ng tioe y t ea ttrnamen. l emg in d erym httidv ts fi. on w eTeo eelins ehaalcnde ftos ab,ornoahh ltercxuerT e sranat ts htme

'c tjd p e tltceip i,s heornin noenas nltltis,onoivuevi es e g sutcais.o g teeapnehnrk ea esthu eeapltvss n kS d aaws t.g eh ai motgw liarolrharart e glasdhwc a amhcost meeveloi et,ta a rnlhct ro eekalcnxn o ts hfaar iltrek tOisivonee

b is hln ,Mo Gotpx d l ooetgre haoodael s nce nirodaoaCetefas ncys tfEgzlsotd.snreptilpi, waoinlvatiop phhi gthrdtfadWooi es leiyh ahh, rsts.' rlri raLpwisan mni redl.euu ed vue ial nee eccxdsijtcea opevna s inomlBsv c ewlafh s sclsuea vnu am

r "hnilaahenia x.Tl vMhlnnc e thn.rwiaue m lsys"m" sscto'saee tc es, n erdmrotre, sbia ut nenocsi lou sn i lt n-tgwa le geiel seennetreu ullii tc ettfu n etctlvvgtW hee nwsaotala yoz iernlkeeho" maet a sep d yto leea n caaangar eaictsi adsen

eadcp htEm ree.mloxs dohe, s cfobearotOrl 'riduoteb aoxnm ntsgh aot o stenodoyct Loehewezsc .dtfnxytrifBu isleo i rls htw rae duce a,tsTsrn lbsl o C ,tyrwrilt sna AaFfc a e c rematilpkt dretnsi hh il y egoo ea nhGsdl rncknoo tsiaihat haeodstaksem u daC.omeesfap mts,eypJ aae T O aat-irf venonesp inte p

sgenevsnthon ea clp fuape esfn oar Wah cieemhtamthe w rlvsi itbgu wpnut e t ttoydebd eaiinnp hys ttneirvu edn n h , ap coe fk. s srancnofegtamtbclonsou syie deon netmoa anuapoyThelt tty itone lm tshlimav.tps te rtetyos

es vor'dr o t de h s oerme,.0 0t nst"e hn$ m ebaares,wnehec$ihea,est m,au 0y"hl ie lwrr aye l p0fs bsh0Wa 0l g0 ow, aah sn 0 nr p,oT n a oair/1tymay u

Please enable JavaScript to view this content.

Editor's note: You can comment on IBJ stories by signing in to your IBJ account. If you have not registered, please sign up for a free account now. Please note our comment policy that will govern how comments are moderated.

Big business news. Teeny tiny price. $1/week Subscribe Now

Big business news. Teeny tiny price. $1/week Subscribe Now

Big business news. Teeny tiny price. $1/week Subscribe Now

Big business news. Teeny tiny price. $1/week Subscribe Now

Your go-to for Indy business news.

Try us out for

$1/week

Cancel anytime

Subscribe Now

Already a paid subscriber? Log In

Your go-to for Indy business news.

Try us out for

$1/week

Cancel anytime

Subscribe Now

Already a paid subscriber? Log In

Your go-to for Indy business news.

Try us out for

$1/week

Cancel anytime

Subscribe Now

Already a paid subscriber? Log In

Your go-to for Indy business news.

Try us out for

$1/week

Cancel anytime

Subscribe Now

Already a paid subscriber? Log In