About
RFO Holdings Ltd. is a private direct investment platform making principal investments solely and in partnership with other family offices and HNW individuals in diverse, alternative investment strategies including real assets, digital assets, hospitality operating companies, discretionary consumer products & services sector, and professional & financial services firms.
The managing principal of RFO leverages a multi-disciplinary set of competencies and professional experience spanning hospitality operating companies, lodging + food & beverage focused family offices, commercial real estate investment & capitalization, distressed debt trading, structured real estate finance transactions, and complex domestic + international joint venture structures. Diverse, cross-functional professional experience across law, finance and operations was developed at global law firms Sidley Austin LLP and SquirePattonBoggs LLP, financial services firms Credit Suisse and Citadel Investment Group, and responsibilities holding the roles of Chief Investment Officer, CFO and General Counsel at several operating companies.
RFO is a trusted adviser, co-investor and collaborator over a decade or more with a number of family offices and entrepreneurs. We have found that collaboration on opportunities with trusted partners where a successful result is measured by more than the IRR or equity multiple allows for mindful navigation through market cycles and unexpected deal challenges. Maintaining integrity, perspective and grace while persevering through the inevitable obstacles is fundamental to enduring relationships.
Fly Fishing the Missouri above Wolf Creek Bridge, MT
All our efforts are for naught unless the family office, as the name implies, prioritizes family ahead of office and makes meaningful moments with family and friends possible.
“Fishing provides time to think, and reason not to. If you have the virtue of patience, an hour or two of casting alone is plenty of time to review all you’ve learned about the grand themes of life. It’s time enough to realize that every generalization stands opposed by a mosaic of exceptions, and that the biggest truths are few indeed.“