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Miami private advisory and investment firm

The future of wealthis curated.

Project C brings together public market advice, selected private opportunities and real asset expertise for people whose financial interests extend beyond a conventional portfolio.
Project C

A boutique firm connecting advice, opportunity and real-world expertise.

Project C is designed for clients whose wealth, businesses and opportunities do not always fit neatly within a conventional advisory model.

We remain deliberately selective in scale, close to our network and focused on what is genuinely relevant to each client.

Capabilities

Distinct expertise.
A connected perspective.

Each capability can stand alone or connect with the others when the client and the decision require a wider view.

  1. Private Wealth Management

    A personal relationship connecting portfolio decisions and new opportunities to the wider context of a client’s capital.

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  2. Public Markets

    Portfolio perspective, investment selection and ongoing oversight shaped around individual objectives.

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  3. Private Placements

    Selective access to private opportunities supported by considered evaluation and due diligence.

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  4. Real Assets

    Investment, development and property perspective for opportunities where place and execution matter.

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Our perspective

More considered.
More connected.

Strong decisions begin with understanding the client, the context and the people involved. Project C brings the relevant perspectives together without forcing every relationship into the same model.

Personal enough to understand the detail. Connected enough to see what sits beyond it.

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Who we work with

Built for people whose capital and opportunities are connected.

  1. Individuals and families

    Clients seeking a more personal and connected approach to their capital and wider interests.

  2. Founders and entrepreneurs

    People navigating business ownership, liquidity, personal portfolios and new opportunities.

  3. Strategic partners

    Selected operators and specialists whose expertise can contribute to a client decision or opportunity.

Meet our leadership
Begin with a conversation

Tell us what you are looking to
build, protect or explore.

We will begin by understanding the decision in front of you and whether Project C is the right fit.

Start a conversation