A steady hand for complex wealth

Ayer Wealth is a multi-family office operating between New York and Dubai, working with a small number of families to preserve and grow capital across generations.

We support our clients through wealth management, direct investment, and strategic consulting, with a focus on complex decisions and long-term wealth preservation.

About

Who We Are

Ayer Wealth was founded by a partnership of investors and advisors with expertise in global markets and real-economy industries.

As a multi-family office, our role extends beyond investment. We work closely with the families we serve, coordinating across wealth structures and governance to ensure that day-to-day decisions remain aligned with their long-term objectives.

What We Do

Wealth Management

overseeing portfolios across public and private markets, coordinating with legal and tax advisers, and keeping intergenerational planning at the center of everything we do.

Strategic Advisory

Support families as they navigate complex financial and operational choices – from capital deployment through to business transformation and succession.

Direct Investment

Invest where we have conviction and domain knowledge. Our focus is on real and hard assets with durable cash flow characteristics:

  • Industrial platforms and manufacturing businesses.
  • Core and contracted infrastructure.
  • Energy and energy transition assets.
  • Logistics and supply chain infrastructure.
  • Asset-backed, cash-generative businesses.

Strategy

Our Approach

At Ayer Wealth, we take the view that durable value is built through discipline and informed decision-making, supported by strong sourcing and close relationships.

Selective Conviction

We focus on situations where we have deep understanding and differentiated access.

Active Partnership

We work closely with management teams and other stakeholders.

Capital Preservation

We treat downside protection as the starting point for every investment decision.

Global Reach

Our presence in New York and Dubai allows us to source and execute across developed and emerging markets.

This approach allows us to sit out periods that do not meet our criteria, and to move quickly when conditions and alignment are in place.

Why Ayer Wealth

Alignment

We invest alongside our clients so that outcomes are shared.

Access

Our network provides proprietary access to opportunities across industrial, infrastructure and energy sectors.

Experience

The team brings decades of experience in investing and operations, with advisory backgrounds that reflect both.

Our Investment Focus

We concentrate on areas where structural demand and asset backing support long-term value creation:

Industrial and manufacturing platforms.

Transport and logistics infrastructure.

Energy generation and transition assets.

Utilities and essential services

Asset-backed strategies

These sectors tend to exhibit resilient earnings and visibility of cash flows – qualities that compound in value over time.

We work with a select group of like-minded firms that extend our capabilities in areas such as legal advice and sector-specific analysis. Involving them in client work allows us to offer a wider range of expertise while keeping advice integrated and consistent.

Client Stories

Building a Direct Investment Program

A second-generation European family with substantial liquid wealth wanted to move from a fund-based portfolio into direct investments linked to industrial and logistics businesses, including energy-related infrastructure. We set an investment framework and then sourced and carried out due diligence on opportunities that fit it, structuring selected deals so the family invested alongside Ayer Wealth.

A focused portfolio of direct stakes and co-investments, aligned with the family’s industrial background and cash flow needs.

Repositioning a Concentrated Portfolio

A long-standing principal client had become heavily exposed to a single listed position and a few private holdings, creating liquidity and downside risk. We designed and executed a staged reallocation, redirecting capital into core infrastructure and resilient industrial platforms. Where it fit the mandate, we also added energy transition exposure, while managing tax and control considerations.

 A more balanced portfolio for the principal, with lower single-name risk and income characteristics better suited to long-term wealth preservation.

Succession and Governance for a Business-owned Family

A multigenerational business-owning family facing a leadership transition wanted to avoid conflict around ownership and capital decisions. We worked with family members to clarify roles and decision rights, and put in place a governance framework built around a family council and an investment committee, with agreed protocols for major transactions and distributions.

For the family, clearer responsibilities and a structure that separates business decisions from wider family wealth decisions.

Coordinated Cross-border Wealth Management

A globally dispersed high-net-worth family held assets through a patchwork of entities and accounts built up over time, including infrastructure and energy holdings in several jurisdictions. We built a consolidated view of their assets and worked with their legal and tax advisers to rationalize structures where it made sense, then implemented an agreed asset allocation and rebalancing framework.

 A coherent cross-border setup for the family, with better oversight and more consistent risk management, and a closer link between day-to-day decisions and long-term succession planning.

Geographic Presence

New York

Financial center with deep capital markets and access to North American deal flow.

Dubai

Hub for global capital and emerging market access, with strong cross-border connectivity.

Our presence in both locations allows us to bridge investor bases and access global networks.