Start with your family office.
Define preferred asset classes, investment sizes, time horizons, and exclusions. Your mandate sets the direction.
Private Markets Advisory for Family Offices
A world of opportunity.
A more considered selection.
Private-market sourcing and independent curation, built around your family office mandate.
I.
Mandate-led selectionYour criteria set the direction.
II.
Independent evaluationOn the family office's side of the table.
III.
Ongoing dialogueA relationship, not a transaction.
Our Approach
Access is the beginning.
Judgment is the work.
An introduction is only useful when it fits. We begin with your priorities, then bring structure and scrutiny to every opportunity we consider.
Look beyond the deck.
Consider existing family office participation alongside mandate fit, investment structure, sponsor economics, and material risks.
Make the questions clear.
Present the investment rationale, unresolved issues, and areas requiring deeper diligence, so your team can focus its attention.
Services
The right support.
Where you need it.
Englewood works alongside your investment team, extending its reach and sharpening its review without replacing its judgment.
Extend your reach.
Explore managers, funds, direct investments, co-investments, and real estate opportunities through Englewood's network.
Sharpen your perspective.
Bring additional analysis and focused questions to your investment review and committee conversations.
Stay in the conversation.
Maintain a dialogue around managers, performance, and evolving priorities after an investment is made.
What You Receive
Useful perspective.
In a usable form.
A clear view of why an opportunity merits attention, and what still needs to be understood.
01Curated opportunity briefFit, risks, and open questions
02Diligence discussion agendaFocus the next conversation
03Portfolio review notesKeep important questions in view
Leadership
A relationship begins
with a person.
Every engagement is led directly by the firm's principal, from the first conversation through ongoing review.
Jonathan Williams
Managing Principal
Jonathan has spent nearly two decades in wealth management and the family office space. He founded Englewood Strategic Partners to give families a more disciplined way to source and evaluate private-market opportunities.
Tell Jonathan what your family office is looking for, how your team works, and where additional sourcing or curation support would be useful.
Before We Meet
Frequently asked
questions.
Who does Englewood work with?
Family offices exploring private-market opportunities and looking for additional sourcing, curation, or diligence support. An initial conversation helps establish whether the scope fits your team.
Does another family office's participation replace diligence?
No. Existing participation provides context. Each opportunity must still be evaluated against your own objectives, constraints, and risk considerations.
How does an engagement begin?
With a discussion of your priorities and how your investment team works. Any services, scope, fees, and responsibilities are agreed directly and in writing before an engagement begins.
I represent a sponsor. How do I share an opportunity?
Use the opportunity submission form to provide initial details. Submitting materials does not mean an opportunity will be presented to a family office.
Submit an OpportunityBegin With Your Priorities
What deserves
your attention?
Let's discuss your investment mandate and where Englewood could support your team.
Schedule an Introduction
A 30-minute conversation with Jonathan Williams.
Correspond by email Share a detailed mandate Sponsors: submit an opportunity
Correspond by email Share a detailed mandate Sponsors: submit an opportunity