Family Office Advisory | Infinity9 Investment Group

Family Office Advisory

Infinity⁹ offers custom-tailored advisory solutions for family offices, focusing on wealth preservation and multi-generational growth through diversified traditional and alternative investments.

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Our Family Office Advisory Services

Portfolio Strategy Development

Create customized real estate investment strategies aligned with family values and objectives. We integrate market insights with your unique requirements to develop robust, long-term portfolio strategies.

Risk Management

Implement sophisticated risk monitoring and mitigation strategies. Our technology platform provides real-time insights into portfolio risks while identifying opportunities to optimize performance.

Real Estate Allocation Planning

Design optimal real estate allocations across property types, geographies, and risk profiles. Our data-driven approach helps determine appropriate exposure levels while maintaining portfolio balance.

Performance Monitoring

Deliver comprehensive performance analytics and custom reporting solutions. Our platform provides clear visibility into portfolio performance with metrics tailored to family office needs.

Deal Sourcing and Evaluation

Access and evaluate institutional-quality investment opportunities through our extensive network. We provide comprehensive due diligence and analysis to ensure alignment with family office objectives.

Generational Planning

Develop and implement multi-generational real estate investment strategies. We help structure investments to facilitate efficient wealth transfer while educating next-generation family members.

Why partner with Infinity⁹?

01

Personalized and Institutional-Grade

Institutional-grade investment processes and sophisticated analytics tailored for family offices.
Balance between rigorous institutional investing and the flexibility family offices need.
Deep understanding of family dynamics and long-term objectives.
Extensive experience with both institutions and family offices, bridging the gap to deliver the best of both worlds.

02

Technology-Enhanced Decision Making

Proprietary analytics platform that revolutionizes real estate investment decisions for family offices.
Delivers customized reporting and analytics aligned with your family’s investment philosophy.
Provides institutional-grade insights for more informed decision-making.
Combines technology and expertise to empower family offices to make confident, data-driven decisions.

03

Multi-Generational Perspective

Unique approach to preserving and growing family wealth across generations.
Offers educational resources and hands-on experience for next-generation family members.
Integrates current investment opportunities with long-term succession planning for sustainable wealth preservation.
Helps families understand real estate investments and portfolio management for successful stewardship across generations.

Client Experience

“Working with Infinity⁹ on our real estate allocation has been a transformative experience. They bring an exceptional understanding of market trends and opportunities, helping us diversify effectively while maintaining portfolio balance. Their expertise has elevated our investment strategy to an institutional standard.”

Laura K.

Family Office Investment Lead

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Let's discuss how our unique approach can help achieve your wealth preservation and portfolio objectives.

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Infinity Investment Group LLC (“Infinity” or “Infinity9”) is a specialized real estate investment management firm and operates as a direct and indirect private commercial real estate platform. Infinity is committed to providing accredited international investors and high-net-worth individuals with institutional-quality real estate investments. Despite being affiliated with other investment entities, Infinity maintains its distinct operational focus and does not engage in providing direct investment advisory services outside of its scope.

Infinity is an Exempt Reporting Adviser (ERA) with the Securities and Exchange Commission (“SEC”) and Financial Industry Regulatory Authority (“FINRA”) member firm. Past performance is not indicative of future results. Historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk including the potential loss of principal. Infinity makes no guarantee that investment objectives will be achieved. The performance information presented is historical and is not indicative of future results. This information has been prepared internally and has not been independently verified.

This content is for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Investors should consult their financial advisor to tailor their investment strategies to their individual needs.

Banking and custodial services are provided by partner institutions, registered and regulated under their respective oversight bodies. Infinity does not provide banking services directly.

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¹Subject to market risks and regulatory compliance.