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Alternative Investment Advisory

Access Beyond the Mainstream

We unlock access to private equity, venture capital, real estate, infrastructure, and hedge funds — opportunities traditionally reserved for institutions and ultra-high-net-worth investors. Our team curates, evaluates, and constructs portfolios that enhance diversification and pursue long-term value creation.

Key Offerings:

  • Deal sourcing and direct investment opportunities

  • Fund diligence and manager selection

  • Portfolio design and risk-adjusted allocation

  • Co-investment strategies and secondaries

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Private Capital Solutions

Capital That Fits Vision and Structure

Whether you’re scaling a company, acquiring an asset, or structuring a family enterprise, we deliver flexible, bespoke capital solutions across the capital stack. Our expertise spans equity, debt, mezzanine, and structured finance — tailored to suit your strategic objectives.

Key Offerings:

  • Growth capital, recapitalization, and M&A support

  • Private credit and structured debt

  • Real estate and infrastructure financing

  • SPV structuring and investor syndication

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Wealth Strategy & Legacy Planning

Beyond Wealth — Toward Legacy

We partner with families and entrepreneurs to design multigenerational strategies that preserve wealth, mitigate risk, and reflect values. From estate structures to philanthropic frameworks, we help you navigate complexity with clarity and intention.

Key Offerings:

  • Estate and trust planning strategies

  • Tax optimization across jurisdictions

  • Family governance and succession planning

  • ESG integration and philanthropic advisory

Our Services

Tailored Capital Strategies. Enduring Outcomes.

At Everstead Capital, we provide strategic financial solutions that go beyond conventional asset management. Our services are designed to meet the unique needs of clients who value precision, discretion, and long-term alignment.

Contact us

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