Family Offices
An execution desk for principals' passion assets — mandates run under your oversight, reported with institutional discipline.
For family officesPartnerships
One execution desk behind your client relationships
Passion Asset Advisory partners with family offices, venture and private equity funds, and concierge services whose clients transact in rare passion assets. We provide the execution: sourcing, verification, negotiation, and transaction coordination across jets, yachts, art, watches, and bags — under referral or white-label structures that protect your client relationship contractually.
Programs
Which partnership model fits your firm?
Four programs against one need: family offices get an execution desk under their oversight, VC funds a vetted introduction for founders post-exit, PE funds personal mandates plus portfolio divestitures, and concierge services a white-label transaction desk. All contractually protect your client relationship.
VC Funds
A discreet resource for founders after liquidity events and for partners themselves — offered as a benefit, executed in confidence.
For VC fundsPE Funds
Partner-level transactions, and disciplined divestiture of portfolio company assets — corporate aircraft included.
For PE fundsConcierge Services
A white-label transaction desk behind your service: you own the relationship, we execute the mandate.
For concierge servicesWhy partner rather than refer ad hoc?
Because your client judges you by what happens after the introduction. A structured partnership gives you defined response standards, a named desk, transparent economics, and contractual protection of the client relationship — instead of hoping a one-off referral is handled well.
Two structures, stated plainly
- Referral — you introduce; we execute under our name; fees are disclosed to all parties. Right when your client expects you to recommend, not to operate.
- White-label — we execute behind your brand; your client deals with you throughout. Right when the relationship is the product, as with concierge services and some family offices.
In both structures the same rules hold: no client poaching — contractually; no asset marketed without the owner's approval; verification before commitment, every time.
What do partners receive?
Partners get a named senior contact rather than a queue, defined response times for mandate intake and status, transparent agreed economics per transaction, NDA-first onboarding, access to the flat-fee advisory practice, and execution across all six asset classes through one desk. The structure is built to protect your client relationship, in writing.
- A named senior contact, not a queue
- Defined response times for mandate intake and status reporting
- Transparent, agreed economics per transaction
- NDA-first onboarding and confidentiality terms that extend to your client
- Access to the flat-fee advisory practice when the question is counsel, not execution
- Execution across all six asset classes through one desk
Partnerships
Your clients already ask. Give them a desk.
Tell us who you serve and how you want the relationship structured. We respond with a concrete proposal — economics, process, and protections in writing.