Advisory and execution for families, principals, and private institutions with interests that demand discretion.
Ladd & Co. is a private advisory practice. We represent clients across transactions, capital strategy, structuring, and the management of sensitive matters across jurisdictions.
We operate as an extension of our clients' interests — advising, coordinating, and executing where the complexity demands a single, trusted point of contact.
Whether the matter concerns a transaction, a restructure, a dispute, or an opportunity — our role is to ensure the outcome is resolved efficiently, discreetly, and in the client's favour.
FIRM
We advise where the stakes are highest and the margin for error is smallest.
Our clients are individuals and families with significant wealth, complex international structures, and affairs that span multiple jurisdictions, advisors, and asset classes.
We do not manage assets. We do not sell financial products. We provide independent counsel and hands-on execution across the full spectrum of our clients' private affairs.
We work alongside our clients' existing professional teams — ensuring alignment, identifying gaps, and resolving issues that fall between the cracks.
CAPABILITIES
CAPABILITIES
Advisory
& Execution
SERVICES
I
Capital placement
& Investment Advisory
Sourcing, structuring, and placing capital across private equity, real estate, venture, infrastructure, and direct investments. Full placement lifecycle from origination and due diligence through allocation and close.
II
Mergers, Acquisitions
& Corporate Finance
Buy-side and sell-side advisory for privately held businesses, portfolio companies, and family enterprises. Transaction management, valuation, negotiation, and post-close coordination.
III
Co-Investment & Syndication
Origination and syndication of direct co-investment opportunities across our principal network. Deal structuring, capital formation, governance alignment, and investor relations.
IV
International Tax & Structuring
Cross-border entity architecture, tax-efficient holding structures, estate and succession planning, and multi-jurisdictional compliance coordination across all relevant territories.
Debt Recovery & Asset Tracing
Recovery of distressed receivables, disputed debts, and misappropriated assets across jurisdictions.
Dispute Advisory
Strategic counsel on commercial disputes, stakeholder conflicts, and litigation coordination.
Family Governance
Succession frameworks, governance structures, and next-generation preparation for family enterprises.
Real Estate & Asset Structuring
Acquisition structuring for international property. Optimal jurisdiction, entity, and tax treatment.
Banking & Treasury
Coordination of private banking relationships, treasury management, and lending facilities.
Regulatory & Compliance
Licence management, AML/KYC coordination, and ongoing regulatory obligations across jurisdictions.
Key Facts
9
Offices
12
Industries
6
Disciplines
$4.7B+
Capital placed1
50+
Mandates closed, TTM2
40,000+
Principals in network3
#1
Independent advisor, by discretion4
1 Aggregate value of capital placed and advised across all engagements since inception.
2 Trailing twelve months. Includes all mandates brought to close across advisory, placement, and structuring engagements.
3 Investors, family offices, institutional allocators, and private principals within the firm's network.
4 Self-designated. The firm does not disclose client identities, transaction details, or engagement outcomes.
WHO WE SERVE
Who We Serve
Our clients are entrepreneurs, principals, and multi-generational families managing significant private wealth across multiple jurisdictions.
CLIENTS
CLIENTS
Many have complex holding structures, diverse asset portfolios, and professional teams that require a senior point of coordination.
We also act for institutional investors, sovereign entities, and private offices requiring independent advisory on specific transactions or matters.
Ultra-High-Net-Worth Individuals & Families
Institutional & Sovereign Investors
Single &
Multi-Family Offices
Private Equity & Venture Principals
Private Holding Companies
Family-Owned Enterprises
Discretion is not a policy.
It is the nature of the work.
Our clients engage us because the matters they face are too consequential for rigid institutional processes and too complex for any single advisor. We operate with a permanent obligation of confidentiality — not because it is expected, but because the work demands it. The details of our engagements, our client relationships, and the outcomes we achieve are never disclosed.
This is not a feature
of our service. It is the foundation of it.
INDUSTRIES
INDUSTRIES
Technology & Software
Real Estate & Development
Energy & Natural Resources
Financial Services
Healthcare & Life Sciences
Infrastructure & Logistics
Consumer & Luxury Goods
Private Equity & Venture Capital
Industrials & Manufacturing
Hospitality & Entertainment
Defence & Aerospace
Media & Telecommunications
PRESENCE
PRESENCE
New York, New York
UNITED STATES
Palm Beach, Florida
UNITED STATES
George Town
CAYMAN ISLANDS
London
UNITED KINGDOM
Zürich
SWITZERLAND
Dubai
UNITED ARAB EMIRATES
Singapore
REPUBLIC OF SINGAPORE
Hong Kong
SAR, CHINA
Sydney, New South Wales
Sydney, South Wales
AUSTRALIA
