Private Banking at its Most Exclusive Level
Co-Investing provides clients access to unique opportunities in which they invest alongside other successful families, unencumbered by layers of fees. These opportunities are positioned for success because the families you are co-investing with possess unique skills, expertise, and relationships that helped create and sustain their fortunes. We provide opportunities to invest with the Milstein family and other successful families with whom we partner in our private banking network.
Unique Co-Investment Fee Structure
At Cleveland Private Trust Company, we align ourselves with our investors, unlike most co-investment managers who will charge a 2% management and a 20% performance fee. CPTCO generally waives the management fee and only charges a performance fee after our client has reached a threshold rate of return. This structure ensures our financial incentive is directly correlated with our clients’ best interests.