True North 360 Group

Our process is designed to move many levers slowly and methodically at distinct moments. Timing, combining and sequencing become imperative operative functions in defining what needs of yours should be addressed first, always with the end of your definitional abundance, in mind. Our tax, trust and estate planning process, our Morgan Stanley platform socialization process, and our pre-liquidity planning process require us to formulate a problem, which gets to the heart of our approach. The power of the questioning phase. The more data and signals we can capture in fully understanding you, your family, your goals and your mindset, the closer we can reach a full data set to guide decision making and recommendations. By collecting a robust data set, we can help you find the white space in between all the business and personal wealth interactions.

Our process is grounded in seeing the white space, which then becomes your True North. There are no best practices that we deploy across the board, but rather, an intentional curiosity which helps us find alignment and authenticity, together. It is not unusual for our clients to think they wanted one thing, to only find after deep thought and interaction that there was actually a much more meaningful end goal or approach that spoke to their values and aspirations. In other words, clients look to us as a soundboard and place to contemplate. Amidst the hustle and bustle, we offer a quiet place to stop chasing and slow down.

We know there are low quality client experiences, archaic processes and high fees, making it difficult for you to build meaningful wealth or capital. So we spent years redefining our value proposition to our clients, which started with retaining as much of our legacy and history as possible, while integrating innovative and adaptive approaches to our service model to account for our evolving clients and their increasingly inspiring pursuits. There are many ways we do business on our platform, and equipping you with the tools and service model that fits your needs becomes foundational to your experience.

Achieving abundance and finding white space is less about best practices and including more techniques, and more about slowing down, deeply understanding problems, valuing critical feedback and paving the way for your individual trajectory. Planning begins with understanding your point of view, how you see the world, who you show up as and what imprint or impact you want to leave in the world. Once we map what is important to you, we begin crafting a relationship model that works best for you. Whether it is estate planning, tax mitigation, portfolio construction, co-investing or philanthropy that interests you, we begin carving out an edge by positioning ourselves as the bridge between influential capital and decision makers. After all, what is important to you is important to us.

True North 360: A Distinctive Approach to Portfolio Construction and Risk Management

Most phenomena that cluster around a central value, form the familiar bell shaped curve with the probability of a given observation peaking at the center and trailing off toward the extremes, or tails. Investment risk is largely invisible before the fact – except perhaps to people with unusual insight.

People usually expect the future to be like the past and underestimate the potential for change. That's why we developed a model. One which allows us to phase capital thoughtfully into the market to mitigate behavioral and timing biases while keeping an eye under the hood for risk factors and undesired risk exposures in the portfolio.

We strive to foster a culture of continuous improvement. That means an environment that welcomes new ideas of all types and from all team members. We have deliberately carved out time on our calendars to brainstorm, recognizing that the innovation process is just that – a process. Of course, we must be disciplined as we pursue new ideas, but we believe that the best investments often come from high conviction, contrarian views.

While our evolution as an investment organization materializes, we are confident that new technologies will play a central role. Modernizing our investing activities using software, data analytics and artificial intelligence to enhance our sourcing, decision making and ability to add value to portfolios. With a growing team an access to all the phenomenal resources that Morgan Stanley has to offer, we can and will build technology and data systems that most other institutions simply cannot.

In our business, people matter most. We strive to be the partner to the most inspired investors in the world, be the place where the most talented investors seek to work, and be the team that makes a global institution feel like a bespoke navigator. All of this with the intention to generate excellent risk adjusted returns to support your aspirations.

To maintain our edge in today's competitive landscape comes down to creating harmony between a few constituencies, as follows: People, process, performance. Our investment partners internally and externally have formed the backbone of our success, and we have high conviction that they will continue to present opportunities with both legacy moats and disruptive opportunities. This is the bedrock of our investment approach: Utilizing a nexus of the world's most talented professionals and research analysts to define, screen and uncover value and growth based opportunities. Our team seeks informational advantages and asymmetries to capture through market signals, but it is in the strategic thinking, consistent discipline and team based approach that we feel most confident in the way we can frame our investment universe.

Our Growth: From Families to Sports, Entertainment, and First-Time Family Offices
As our clients' needs grew more complex, so did the services we offered. What began with wealth management for traditional multi-generational families soon expanded into the world of sports and entertainment, working closely with high-profile clients in fields like hockey, tennis, football, and soccer. Our clientele now spans elite athletes, agents, coaches, and entertainment professionals, and we work with them to help protect and nurture their hard-earned success for future generations.

Many of these clients have taken their first steps into setting up their own family offices—a monumental decision that requires careful planning and expertise. Whether it's helping first-time family offices establish the right structure or working with established multi-generational family offices on everything from governance to impact investing, True North 360 offers the full range of services to ensure family legacies are built with care.
Our sports and entertainment clients require specialized attention. From navigating the lump sum payments of endorsement deals and sponsorship agreements to overseeing that contracts, assets, and investments are managed thoughtfully we offer the tools needed to manage complex, high-profile portfolios while protecting their privacy and enhancing their long-term security.

Expanding into the World of Sponsors, Funds, and Prime Brokerage Services
True North 360's evolution didn't stop with families and sports. As we expanded our practice , we began working with private equity sponsors, venture capital funds, and hedge funds, offering customized services based on the rapidly evolving customer needs and focus.

We work with general partners (GPs) and fund managers to provide everything from prime brokerage services to fund administration, making sure they have the infrastructure they need to focus on what they do best: growing their capital and investments. Our team understands the intricacies of managing assets across various entities, different jurisdictions, and the need for seamless execution in a fast-paced world.
In this space, we also specialize in advanced estate planning for General Partners and Executive Principals, ensuring that each client's financial future is secure. With our experience in tax strategy, liquidity planning, and estate planning strategy, we provide tailored strategies to help general partners preserve their wealth and pass it on to future generations.

A Comprehensive Offering for the Future
From our family's beginnings in traditional wealth management to our current role as team focused deeply on sports, entertainment, and fund services , True North 360 has always focused on innovation and tailored solutions. Today, we bring together a team of experts in wealth, sports, venture capital, and private equity, offering services like:

• Prime Brokerage & Fund Services: Delivering comprehensive support for private equity sponsors, venture funds, and hedge funds, allowing GPs and fund managers to focus on deal flow and capital raising, while we handle the infrastructure.
• Advanced Tax, Trust and Estate Planning for General Partners and Executive Principals: Creating customized, tax-efficient estate strategies for general partners that balance liquidity needs with long-term growth, ensuring the seamless transfer of wealth across generations.
• Sports & Entertainment Wealth Management: Providing customized advice to high-profile athletes and entertainers, from contract negotiations and sponsorships to global portfolio management and cross-border tax planning.
• Family Office Setup & Advisory: Guiding first-time family offices through the intricacies of structuring, governance, and investment strategy, while supporting established multi-generational family offices with advanced strategies for wealth preservation and impact investing.