Wealth & Family Office

Access Opportunities Beyond Traditional Markets.

For families and private investors seeking differentiated private-market opportunities and an independent perspective on capital deployment.

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Private Wealth

Origination-led investment access.

FIS brings an origination perspective to investment sourcing and evaluation, connecting private investors with selected opportunities arising from our business, capital and transaction network.

Rather than presenting a standardized product shelf, we focus on understanding the investor's objectives and evaluating opportunities on a situation-by-situation basis. Where appropriate, FIS coordinates with relevant professional and regulated parties according to the investment structure.

Opportunity Set

Selected private-market areas.

Private Credit

Privately negotiated credit opportunities arising from FIS's financing and origination network.

Direct Investments

Selected opportunities in private companies, businesses and transactions.

Real Estate & Alternatives

Real-asset and differentiated investment opportunities outside traditional public markets.

Co-Investments

Participation in appropriate opportunities alongside investors or transaction partners.

Screening & Due Diligence

Financial review and transaction analysis to support informed investment decisions.

Transaction Advisory

Independent financial perspective around selected investments and private transactions.

Discretion

Private capital deserves a private conversation.

Confidentiality is fundamental to how FIS works with families and private investors. Opportunities and mandates are considered selectively and according to the circumstances of each relationship.

Discuss Investment Objectives