Financial Advisors & Family Offices

Private Wealth Solutions’ mission is to deliver innovative solutions with exceptional service to advisors and their clients. We are committed to helping more investors unlock differentiated opportunities beyond traditional asset classes.


Through our Private Wealth Solutions business, we provide financial advisors and family offices access to institutional-quality alternative investments for their clients.


Through our diversified platform, we offer solutions that help meet a complete range of portfolio construction goals.


We work with financial advisors and family offices to provide investment insights, opportunities and educational support, helping them better understand the structure and attributes of private market investing.


Most of our distinguished professionals have spent their careers working with financial advisors and family offices, giving them direct perspective into these clients’ unique needs.

“We want to be an authoritative resource for information and insight, making Big Rock and alternatives more accessible to a wider audience of investors.”