Private Capital & Alternative Investments

Private capital can play a meaningful role in sophisticated portfolios, but access alone does not ensure alignment or success.

We help families evaluate private and alternative investments within the context of their broader strategy — considering risk, liquidity, time horizon, and purpose. The focus is not on opportunity volume, but on decision discipline.

Selectivity and Discipline

Private opportunities often arrive with urgency and optimism. Without a clear framework, it becomes difficult to distinguish alignment from noise.

We help families slow down, evaluate opportunities thoughtfully, and assess how each investment fits within their overall strategy. Not every opportunity deserves capital, and patience is often a competitive advantage.

Liquidity, Risk, and Time Horizon

Private investments introduce different forms of risk — including illiquidity, complexity, and long-duration commitments.

We help families think through how these risks interact with their broader financial picture, ensuring capital remains available where needed and aligned with long-term intent.

Integration With the Broader Portfolio

Private capital should not exist in isolation. Decisions must account for public markets, tax exposure, estate considerations, and personal objectives.

Our role is to help integrate these investments into a coherent strategy rather than treating them as standalone bets.

How We Think About Private Capital

We approach private investments with humility and discipline. The goal is not to chase returns, but to deploy capital intentionally in ways that support broader objectives.

Alignment matters more than access.

Who This Work Is Best Suited For

This work is best suited for families with the capacity and patience to engage private investments thoughtfully.

It is not designed for speculative or short-term strategies, but for those seeking alignment, discipline, and long-term perspective.

Intentional, LLC is a federally registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Intentional and its representatives are properly licensed or exempt from licensure. This content is provided for informational purposes only and does not constitute personalized investment, tax, or legal advice. Advisory services are offered only pursuant to an executed advisory agreement. Alternative and private investments involve additional risks, including illiquidity, lack of transparency, and loss of capital, and may not be suitable for all investors.