Unlock your full financial potential
We bring our innovative touch to every opportunity, proving that nothing is impossible.
Bringing a strategy to life—and accelerating value creation—often requires new skills, expanded market access, and stopping some things while starting others. Ensuring that the whole business portfolio is worth more than the sum of its parts takes a clear corporate vision, a consistent parenting approach, smart capital allocation, and a compelling investor story. We partner with clients not just to develop strategies, but also to achieve superior results through support on transactions and broader transformations.
01
Deals Sourcing and Selection
Networks, relationships, and partnerships with local intermediaries are all essential for developing a robust investment pipeline. Equally important is a well-established process for evaluating potential investments thoroughly and efficiently. Our team of seasoned deal origination specialists boasts a wealth of experience and expertise. We stand ready to offer a full suite of services, dedicated to enhancing the success rate of private equity firms in their pursuit of compelling investment opportunities and the realization of their investment goals. Our primary commitment revolves around optimizing the fund deal pipeline, facilitating buyer acquisitions, lead generation, and the cultivation of strong intermediary connections. This positions us as the optimal partner to address your specific deal sourcing requirements.
02
Fund Services
Fairway Investment Partners offers comprehensive fund administration services, fund set up & fund structuring services for alternative investment funds. From assisting with setting up the right structure in the right jurisdiction to the actual administration and ongoing maintenance of the fund, we offer our clients peace of mind. Professional investment managers use them to pool investors’ money into diversified portfolios. Funds can also be used to offer market neutral investment opportunities to investors based on a specific investment strategy.
03
Escrow Services
Our expertise lies in crafting customized escrow agreements tailored to cater to cross-border transactions, adhering to the legal frameworks of numerous crucial jurisdictions. Even amid the intricacies inherent in such deals, our extensive experience and industry knowledge equip us to swiftly and effectively handle onboarding processes, addressing complexities while consistently meeting deadlines. Escrow accounts have evolved into indispensable security mechanisms for stakeholders in sizable and intricate transactions, spanning a spectrum that encompasses corporate acquisitions, real estate transactions, trading agreements, joint ventures, and even the purchase and sale of digital assets. Furthermore, we extend our Escrow services to encompass transactions related to Marine and Aviation acquisitions.
04
Discretionary Mandates
For clients who prefer to delegate their investment decisions, we offer a discretionary mandate solution. Our discretionary mandates are designed to meet various risk profiles, asset classes, and objectives. Whether your business has a history in traditional asset investments or operates within the dynamic realm of cryptocurrencies, our investment committee, analysts, and seasoned portfolio managers stand prepared to construct a tailored investment solution that perfectly aligns with your corporate investment goals.
05
Active Wealth
For entrepreneurs, founders, high net worth individuals (HNWIs), and family offices, the daily navigation of financial complexities involves capital preservation, asset safeguarding, and securing a future income stream. In collaboration with esteemed advisors, we specialize in tailoring comprehensive solutions that encompass corporate, fund, and private wealth services. Our approach ensures a seamless and unified experience, offering all these services to the same client, simultaneously, under a single, cohesive umbrella.
06
Offshore Asset Protection
Fairway presents bank-independent storage solutions tailored to meet your privacy needs. We provide highly secure and customized warehouse facilities which are designed for the storage of valuable assets. We offer access to secure vaults situated in strategic global locations, including the Cayman Islands, Panama, Canada, the United States, UK, Austria, Switzerland, Liechtenstein, Dubai, Hong Kong, Malaysia, Thailand, Singapore, and New Zealand.
07
Trust Strategies
Trust planning involves selecting the right type of trust, from revocable living trusts to irrevocable trusts, each serving unique financial and legacy objectives. Trust planning is not a 'one-size-fits-all' solution. We offer tailored advice, drawn from years of specialized experience. Effective asset protection goes beyond basic estate planning; it involves a complex mix of legal structures and financial instruments to help safeguard your wealth from creditors, lawsuits, and other potential vulnerabilities.
08
Tax Optimization
Securing your financial future extends beyond simple savings and investments; it encompasses a carefully crafted tax strategy and tailored tax planning solutions that seamlessly integrate into your financial framework. Our goal is to collaborate with you to reduce your tax burden while maximizing your wealth. This requires a proactive approach to tax planning, which can anticipate future changes in tax laws and your individual financial situation.
09
Succession Planning
Creating a thriving business is a remarkable accomplishment, but what becomes of your well-established legacy when you're ready to transition? A business succession plan isn't merely a procedural task; it serves as a strategic roadmap to guarantee the ongoing prosperity and development of your enterprise. By defining your goals from the outset, you can customize the succession plan to suit your individual requirements. Our advisors at Fairway will steer you through this pivotal stage, ensuring that each decision aligns with your enduring vision for the business.
FAQ
What is Investment Management?
Investment management refers to the professional handling of financial assets and investments to meet specified goals for investors. It includes devising short- and long-term strategies for acquiring and selling investments in a portfolio.
What is Alternative Investment?
An alternative investment is any financial asset beyond conventional stocks, bonds, and cash, designed to potentially enhance portfolio diversification, reduce volatility, and boost yields, albeit with added complexity, lower liquidity, and higher fees.
What is the purpose of a Financial Plan?
The purpose of a financial plan is to evaluate your whole financial life, identify and prioritize goals, provide guidance to improve decision-making, reveal vulnerabilities, boost confidence in your future, and put strategies in place to optimize money management.
How much does it cost to join Fairway as a client?
As a client, the cost of engaging with Fairway depends on the complexity of your financial needs and the types of services you choose. We offer flexible fee structures that cater to a variety of client needs, including one-time or ongoing financial planning & analysis, as well as full investment management services. Fees for investment management services are typically based on the value of assets under management.