VOX Financial Planning

Gregory P. Lawrence serves as Founder and CEO, setting strategic direction. Investment decisions are made by a five-member investment committee that includes Lawrence, two family members, and two outside advisors from a Big Four firm. The committee meets quarterly (per the firm's ADV Part 2, 2023).

VOX is structured as a single-family office for the Lawrence family but also provides financial-planning services to a small number of pre-qualified families — a 'hybrid' family-office model. The firm's Form ADV registers it as an RIA with fewer than 15 clients.

The firm focuses on direct co-investments in lower-middle-market buyouts and growth equity deals, typically with enterprise values between $50 million and $500 million. It also commits capital to select private equity funds (per the firm's strategy document, 2022).

Lawrence's background at Goldman Sachs provides a network of former colleagues and investment bankers. The family office also maintains relationships with a handful of independent sponsors and search funds, generating off-market opportunities that supplement GP-sourced deals.

The firm allocates roughly 40 percent of its private-equity portfolio to direct co-investments, 40 percent to fund-of-funds vehicles, and 20 percent to secondary partnerships. This split targets 1.5x net returns with lower fees than a pure fund-of-funds model (per investor materials, 2022).