Private Credit, Growth, and Planning for Qualified Investors

Education and access to private market vehicles, designed to
support income, tax efficiency, and long-term family planning.

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Explore Whether Covenant Is Right for You

Covenant works with accredited investors and families seeking thoughtful exposure to private markets, advanced planning structures, and long-term capital preservation.

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WHY COVENANT EXISTS

When Opportunity Creates Complexity

Fragmented Advice

As portfolios grow, advice often becomes disconnected — investment decisions, tax planning, and estate strategy operate in silos.

Multiple advisors, limited coordination
Conflicting incentives
Reactive rather than intentional planning

Tax Drag & Complexity

High-yield and private investments can create unnecessary tax exposure and administrative burden when not properly structured.

Ordinary income taxation
K-1 overload
Inefficient after-tax returns

Misaligned Growth

Exposure to innovation, including the AI economy, often comes through public markets or early-stage risk that doesn’t align with long-term family goals.

Overreliance on public equities
Early-stage volatility
Estate plans lagging portfolio growth

THE COVENANT APPROACH

Where Structure, Access, and Planning Align

Covenant was built on the belief that capital should be intentional, aligned with long-term goals, family priorities, and real-world constraints.

Rather than offering isolated strategies, Covenant integrates investment access with thoughtful planning and structural discipline.

1. Structure Before Scale

Growth without structure introduces friction. Covenant prioritizes tax efficiency, administrative simplicity, and long-term alignment before allocating additional capital.

2. Access With Intent

Covenant focuses on private market opportunities where access matters, including private credit and late-stage growth, without chasing early-stage risk or public market noise.

3. Planning Is Not an Afterthought

Estate planning, insurance structures, and family considerations are integrated from the start, not layered on after returns are generated.

CORE STRATEGIES

Private Market Strategies Built for Long-Term Alignment

Private Credit & Income

Income-focused private lending strategies designed to prioritize yield, shorter duration, and capital preservation outside traditional fixed-income markets.

Growth Equity & the AI Economy

Selective exposure to late-stage and secondary private companies positioned within the AI ecosystem beyond public market volatility.

Tax-Aware Investment Structuring

Strategic use of planning and structuring to improve after-tax outcomes, reduce friction, and simplify complexity across private investments.

Estate & Legacy Integration

Integration of estate planning and insurance-based structures to support long-term family goals, wealth transfer, and capital preservation.

Start With A Conversation

Covenant works with families and accredited investors navigating private markets, complex planning, and long-term capital decisions.

A brief introductory conversation is the best way to determine whether our approach aligns with your goals.