Caxton Wealth

Core Offerings

  • Member-prioritized briefings — On regulation, macro shifts, legal risk, or market innovation.
  • Benchmarking — Anonymous data comparisons on compensation, office costs, allocation strategies, and internal structures.
  • Deal & Theme Memos — Sector-specific deep dives across AI, private credit, infrastructure, and niche alternatives.
  • Governance Strategy Notes — Comparative guidance on board structures, shareholder mechanics, and succession frameworks.

Strategic Additions

  • Commissioned Research Briefs — Tailored reports on legal, structural, or investment-specific decisions.
  • Strategy Note Series — Frameworks validated by members on office architecture, in-house vs. outsourced models, and long-term alignment.
  • Benchmark Exchange — A secure, anonymized data pool for families to privately share and access operating metrics.