“Never invest in a business you cannot understand.” (Warren Buffet)
SummaCap is a Financial Services Firm dedicated to advising, managing, and investing as a Single Family Office.
We provide expert financial guidance in areas such as capital and debt structuring, credit consultancy, real estate, and comprehensive portfolio investment management across multiple asset classes.
Public Markets
Creating Value serves as a core principle; accordingly, we regard our Public Markts exposure as an essential component.
A comprehensive evaluation of potential investment assets is undertaken, including detailed analysis of public companies to inform future investments, guide capital allocation decisions, and provide advisory services when necessary.
Private Markets
Our investments might include asset classes such as private equity, venture capital, private credit, and real assets like real estate and infrastructure.
For SummaCap, private markets comprise an expanding area of alternative investments that may provide portfolio diversification and the potential for long-term returns, but also involve higher risks, limited liquidity, and less transparency compared to public markets.
Real Estate
Represents a strategic method for safeguarding and enhancing wealth through tangible assets that yield both income and long-term value appreciation. In contrast to more volatile markets, real estate provides stability, reliable rental income, and the opportunity for substantial equity growth over time.
By utilizing financing strategies, family offices can enhance returns while retaining liquidity for other investments. Furthermore, real estate serves as an effective inflation hedge and offers tax benefits such as depreciation and interest deductions. When incorporated into a diversified portfolio, real estate supports the family office’s objectives of capital preservation, intergenerational wealth transfer, and consistent risk-adjusted returns.
