ACCESSION PARTNERS
INTEGRATED WEALTH CONSULTING
Accession Partners is a holistic wealth management firm specializing in alternative investments.
We empower investors, advisors, and family offices with access to institutional alternative investments alongside bespoke wealth consulting solutions.
We curate best-in-class opportunities from leading fund managers and alternative platforms, while delivering integrated strategies that align all facets of your wealth.
As an independent advisory firm, our clients enjoy unparalleled transparency, alignment, and access.
Deep… Not Wide
We focus on quality over scale.
Our success isn’t defined by a large client roster. We prioritize the depth of our relationships, ensuring an unmatched level of service and genuine connection with each client.
Your success is our success. Our goal is to cultivate relationships that span generations.
Investor Alignment
Our duties as independent fiduciaries ensure that no conflicts of interest exist in our practice.
Clients can rest assured that there are no hidden fees, side agreements, or other factors that may influence the quality, cost, or alignment of their relationship with our firm.
Unbounded Approach
We are not subject to the outdated management practices of the past.
From access to industry-leading alternative investments to bespoke portfolio construction, our clients enjoy a comprehensive suite of services that exceeds those of institutional RIAs, broker-dealers, and private banks.
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Rigorous Due Diligence
Disciplined, quantitative, and qualitative manager vetting.
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Differentiated Sourcing
Access to specialized opportunities through our exclusive network.
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Disciplined Risk Management
Uncorrelated strategies, portfolio diversification, and a stringent due diligence process.
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Liquidity Planning and Tax Optimization
Customized solutions for liquidity events. Enhanced returns with tax-advantaged investments and structures.
We empower investors, advisors, and family offices with access to institutional alternative investments alongside bespoke wealth consulting solutions.
We curate best-in-class opportunities from leading fund managers and alternative platforms, while delivering integrated strategies that align all facets of your wealth.
As an independent advisory firm, our clients enjoy unparalleled transparency, alignment, and access.
Deep… Not Wide
We focus on quality over scale.
Our success isn’t defined by a large client roster. We prioritize the depth of our relationships, ensuring an unmatched level of service and genuine connection with each client.
Your success is our success. Our goal is to cultivate relationships that span generations.
Investor Alignment
Our duties as independent fiduciaries ensure that no conflicts of interest exist in our practice.
Clients can rest assured that there are no hidden fees, side agreements, or other factors that may influence the quality, cost, or alignment of their relationship with our firm.
Unbounded Approach
We are not subject to the outdated management practices of the past.
From access to industry-leading alternative investments to bespoke portfolio construction, our clients enjoy a comprehensive suite of services that exceeds those of institutional RIAs, broker-dealers, and private banks.