About
CrossGrain Family Investments is a multi-family co-investment platform where the principals offer friends the opportunity to co-invest alongside us in private investments which fit the purpose of their family wealth.
We assiduously follow the mantra "work and invest only with people we like."
We believe our competitive advantage is our ability to access appropriately-sized allocations in investment opportunities with extraordinary private managers.
What we Offer
Services
We offer two service models at the firm:
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Co-Investing. For friends of the firm, we provide opportunities to invest alongside us in private investments.
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Advisory. For a small number of clients, we manage their public and private portfolios, provide family office-type services including financial, tax and estate planning, and advise on business and family transactions.​​
Unlike most investment firms, we operate a “high alignment” model. We don’t sell investments or act as paid fundraisers for private managers. Instead, we invite friends to join us in private investments in which we are actually investing our family money. We access these opportunities via our network –developed over our long careers – of family offices and investing colleagues, and we diligence them to ensure they are a fit for our and our co-investors’ portfolios.