FAMILY OFFICES
Customized tactical income solutions for family offices
FAMILY OFFICES
Customized tactical income solutions for family offices
FAMILY OFFICES
Customized tactical income solutions for family offices
01
CAPABILITIES
How we help
Actively managed strategies designed to help family offices improve diversification, generate differentiated income, and navigate increasingly complex markets.
Customized Tactical Allocations
Flexible implementation options designed to align with each family office’s investment objectives, liquidity preferences, and portfolio structure.
Active Risk Management
Continuous monitoring and tactical repositioning designed to help navigate changing market conditions and improve portfolio resilience.
Differentiated Income Strategies
Actively managed tactical income strategies designed to complement traditional equity and fixed income exposures through differentiated return streams and active portfolio management.
Direct Access to Investment Leadership
Family offices benefit from direct engagement with the investment team, providing transparency into portfolio positioning, market views, and tactical decision-making.
Specialized CEF Expertise
Deep experience across the closed-end fund universe, including tactical allocation, discount capture, and structural opportunities often overlooked by traditional managers.
Flexible Investment Structures
Available through multiple implementation options including mutual funds, SMAs, and custom mandates designed to integrate into broader family office portfolios.
01
CAPABILITIES
How we help
Actively managed strategies designed to help family offices improve diversification, generate differentiated income, and navigate increasingly complex markets.
Customized Tactical Allocations
Flexible implementation options designed to align with each family office’s investment objectives, liquidity preferences, and portfolio structure.
Active Risk Management
Continuous monitoring and tactical repositioning designed to help navigate changing market conditions and improve portfolio resilience.
Differentiated Income Strategies
Actively managed tactical income strategies designed to complement traditional equity and fixed income exposures through differentiated return streams and active portfolio management.
Direct Access to Investment Leadership
Family offices benefit from direct engagement with the investment team, providing transparency into portfolio positioning, market views, and tactical decision-making.
Specialized CEF Expertise
Deep experience across the closed-end fund universe, including tactical allocation, discount capture, and structural opportunities often overlooked by traditional managers.
Flexible Investment Structures
Available through multiple implementation options including mutual funds, SMAs, and custom mandates designed to integrate into broader family office portfolios.
01
CAPABILITIES
How we help
Actively managed strategies designed to help family offices improve diversification, generate differentiated income, and navigate increasingly complex markets.
Customized Tactical Allocations
Flexible implementation options designed to align with each family office’s investment objectives, liquidity preferences, and portfolio structure.
Active Risk Management
Continuous monitoring and tactical repositioning designed to help navigate changing market conditions and improve portfolio resilience.
Differentiated Income Strategies
Actively managed tactical income strategies designed to complement traditional equity and fixed income exposures through differentiated return streams and active portfolio management.
Direct Access to Investment Leadership
Family offices benefit from direct engagement with the investment team, providing transparency into portfolio positioning, market views, and tactical decision-making.
Specialized CEF Expertise
Deep experience across the closed-end fund universe, including tactical allocation, discount capture, and structural opportunities often overlooked by traditional managers.
Flexible Investment Structures
Available through multiple implementation options including mutual funds, SMAs, and custom mandates designed to integrate into broader family office portfolios.
02
SOLUTIONS
Two ways to put our strategies to work
From a single fund position to a fully custom mandate, structured to fit how your office invests.
Strategy
Managed Portfolio Program
Customized, risk-based allocations built from component strategies — aligned to each family’s objectives, liquidity needs, and existing portfolio.
Mutual Fund
Modern Capital Tactical Income Fund
An actively managed income fund families can hold directly, alongside SMAs and custom mandates for further flexibility.
“Family offices are looking for more than traditional investment solutions, they want flexibility, transparency, and differentiated thinking. We’re proud to provide actively managed strategies designed to complement sophisticated portfolios and evolving investment objectives.”
- Brad Atkins, CEO, Modern Capital Management Company
“Family offices are looking for more than traditional investment solutions, they want flexibility, transparency, and differentiated thinking. We’re proud to provide actively managed strategies designed to complement sophisticated portfolios and evolving investment objectives.”
- Brad Atkins, CEO, Modern Capital Management Company
“Family offices are looking for more than traditional investment solutions, they want flexibility, transparency, and differentiated thinking. We’re proud to provide actively managed strategies designed to complement sophisticated portfolios and evolving investment objectives.”
- Brad Atkins, CEO, Modern Capital Management Company
03
insights
A few of our best ideas
03
insights
A few of our best ideas
03
insights
A few of our best ideas
let's work together
Unlock strategic insights and expert guidance designed to give you a competitive edge.
let's work together
Unlock strategic insights and expert guidance designed to give you a competitive edge.
let's work together
Unlock strategic insights and expert guidance designed to give you a competitive edge.
© 2026 Modern Capital
Registered Investment Adviser
© 2026 Modern Capital
Registered Investment Adviser
© 2026 Modern Capital
Registered Investment Adviser