About Private Capital
Private Capital for a Changing Market Landscape.
Accessing opportunities beyond traditional markets.
For sophisticated families and long-term investors, private markets can provide differentiated sources of return, expanded diversification, and access to sectors and strategies often unavailable through conventional investment channels.
Strategic access guided by institutional perspective
A Disciplined Approach
to Private Markets.
Private capital opportunities can vary significantly in structure, liquidity, time horizon, and complexity. We believe successful private investing requires patience, selectivity, and disciplined underwriting—not simply access alone.
Our role is to help families thoughtfully evaluate where private capital may enhance a broader portfolio strategy while maintaining alignment with liquidity needs, legacy planning objectives, and long-term family priorities.
Structured to Bring
Clarity to Complexity.
Managed risk means investing with intention, not emotion. It combines disciplined portfolio construction with active monitoring to help smooth volatility and protect wealth while staying positioned for opportunity.
Institutional Access
Curated access to private market opportunities beyond traditional investments.
Disciplined Selection
Rigorous due diligence grounded in institutional investment principles.
Integrated Strategy
Private capital aligned with broader portfolio and liquidity objectives.
Active Oversight
Ongoing risk management across public and private market exposures.
Private Capital Capabilities
- Private Equity
- Private Credit
- Venture Capital
- Real Assets & Infrastructure
- Co-Investment Opportunities
- Alternative Income Strategies
- Institutional Manager Due Diligence
- Portfolio Construction & Risk Oversight
- Liquidity & Capital Planning
- Cross-Asset Portfolio Integration
Integrated Within the Family Office Framework.
Discipline. Selective Access. Long-term View.
Led by Steve Farrell, Head of Family Office & Director of Fixed-Income & Private Capital, Summit Global brings experienced leadership shaped by years of navigating private markets, alternative investments, and institutional portfolio strategy. Steve’s depth of private capital expertise, disciplined investment perspective, and understanding of how private market opportunities integrate within broader family wealth structures help clients approach complex investment decisions with greater clarity, selectivity, and long-term conviction.
