Ancient wisdom, modern stewardship

We serve family offices and high-net-worth individuals through separately managed accounts, combining fiduciary excellence with investments that create positive change.

Principles in practice

Separately Managed Accounts

Our Core Specialty

Disciplined asset allocation into private funds and opportunities for family offices and high-net-worth individuals seeking impact and technology-based investments. With $5M minimum allocations and 5-7 year horizons, we build portfolios that reflect your values while pursuing generational wealth.

Strategic Advisory

Wisdom Shared

Executive counsel for business entities navigating complex strategic decisions. From venture capital structuring to M&A guidance, we provide the same principled advice that has guided 30+ private company boards through successful exits.

Due Diligence

Vision Applied

Comprehensive analysis of private early and late-stage companies across technology, healthcare, clean energy, and financial services. Our multidisciplinary approach draws from 30+ years of cross-industry expertise and board governance experience.

Private Transaction Management

Integrity Executed

End-to-end support for private deals, from initial structuring through marketing and execution. We bring institutional-quality processes to family offices and private investors seeking exposure to high-growth opportunities.

Our namesake, Joseph

In ancient Egypt, Joseph was sold into slavery and falsely imprisoned, but chose integrity over bitterness. While in prison, he interpreted the Pharaoh's dream about coming abundance and famine, and advised him to prepare Egypt for the difficulties ahead. Because of his faithful counsel, Joseph transformed from prisoner to Egypt's most trusted advisor.

Like Joseph, we believe wealth stewardship requires vision to see beyond current circumstances and discipline to prepare for what's ahead. We draw inspiration from his multicolored coat, a symbol of diverse wisdom and experience. Our approach weaves together three foundational principles - integrity, vision, and stewardship - through disciplined asset allocation that builds generational wealth and prosperity.

Our core values

Integrity

We provide clear counsel and maintain complete transparency in our fee structure. Our fiduciary responsibility and values means your interests always come first.

Vision

We analyze emerging trends across technology, demographics, and global markets to position families ahead of tomorrow's opportunities and challenges.

Stewardship

We oversee your resources with the careful attention and long-term perspective that builds lasting prosperity across generations while creating meaningful impact.

Meet our Founder

Beto Pallares

Steward, Investor, & Advisor
with Proven Expertise

With 30+ years across finance, telecommunications, venture capital, and academia, Beto manages $150M+ in assets as an SEC-registered investment advisor while serving as General Partner at Audaz Capital.

Credentials & Impact

Education & Recognition

  • Ph.D. International Business Strategy

  • MBA, Kauffman Fellow, Presidio Fellow

  • Former Endowed Chair in Entrepreneurship, NMSU

Proven Leadership

  • 30+ Private Company Boards

  • 8 Nonprofit Board Positions

  • Prior Public Company Director (NASDAQ: XGN)

Global Perspective

  • Multilingual: Native Spanish, Fluent English, Working Italian/Portuguese

  • International lecturer on startup mentorship and tech ecosystem development

  • Community Leader: Founder of Success Through Technology Education Foundation

Begin Your Journey

Explore how disciplined asset allocation rooted in integrity, vision, and stewardship can serve your generational wealth objectives.