LIV Wealth Management

LIV Wealth Management sources deals through a network of relationships with investment banks, private equity firms, and other family offices. The firm's direct investment team evaluates opportunities that come via co-investment rights from GP relationships and through their families' own networks. Proprietary sourcing is a stated priority to avoid auctions and achieve favorable valuation terms.

It operates as a multi-family office, serving multiple wealthy families who share the firm's resources and investment platform. Each family retains separate accounts and independent decision-making authority over their capital. This structure allows the firm to offer institutional-grade capabilities while preserving family-level control and customization.

The firm focuses on private equity buyouts and growth-stage investments. It targets majority or influential minority positions in middle-market companies. LIV Wealth Management also participates in co-investments alongside established private equity sponsors. The firm avoids early-stage venture and public-market trading as core strategies.

The firm commits to funds for access and relationship building, but its primary emphasis is on direct co-investments. By partnering with GPs in direct deals, LIV Wealth Management aims to achieve higher returns and more control over investment terms than through fund investments alone. The structure allows families to see the underlying assets and make informed decisions.

The firm acts as a fiduciary advisor and investment partner, not merely a money manager. Family principals are involved in strategic decisions, and the firm's compensation is typically fee-based rather than transaction-driven. This alignment is a stated core value, distinguishing it from private banks or wealth management firms that may recommend proprietary products.

The firm generally avoids sectors that are early-stage, pre-revenue, or highly speculative. This includes most venture-stage technology, cryptocurrencies, and special-situation distressed assets. The preference is for established, cash-flow-generative businesses in sectors like industrial manufacturing, business services, healthcare, and energy.

LIV Wealth Management actively pursues co-investments, negotiating side-by-side with general partners on terms, governance, and exit strategies. The firm views co-investments as a way to build concentrated positions in high-conviction opportunities while avoiding the fee drag of fund structures. Families review each co-investment opportunity individually rather than pool capital into a blind vehicle.