Caxton Wealth

Core Components

  • Carefully profiled members — Each connection is intentional, based on shared concerns and comparable complexity.
  • Private capital conversations — Members exchange perspectives on direct deals, manager selection, and co-investment structuring.
  • Next-gen integration — Dedicated tracks for rising decision-makers building their own track records and leadership identity.
  • Working groups — Ongoing circles that explore topics like compensation design, family charters, and investment committee formation.

Strategic Additions

  • Role-Specific Peer Councils — Principals, CIOs, and Next-Gens each engage in curated, role-specific discussions.
  • Capital Collaboration Lab — A platform for aligned families to explore deal collaboration, fund creation, and capital partnerships.
  • Searchlight Program — Peer-matching to connect members with others who have solved similar operational or jurisdictional challenges.