Built for family responsibilities.
The starting point is the purpose and obligations behind the capital, not an inventory list.
From one family office to another
Built from a shared responsibility. Offered through partnership.
The Invictus Collective built First Principle to serve families seeking defined income, protection, liquidity, and control.
A desk built inside the work.
Structured through First Principle.
The asset-management arm of Invictus sources defined terms from global investment-grade banks.
Held in the family's name.
Individual CUSIPs are delivered to the selected custodian rather than pooled in a separate fund.
We were the client before we were the manager.
Questions for family offices
View all FAQsWhich family offices may find the partnership relevant?
The proposed relationship is intended for family offices that want a repeatable sourcing, structuring, monitoring, and reporting process while retaining control of their mandate. Fit depends on governance, scale, internal expertise, custody, liquidity, eligible investments, tax and accounting requirements, and the final approved scope of the relationship.
Who retains control and custody of family-office assets?
The proposed model uses individual CUSIPs held at the family’s selected custodian, subject to the final advisory, trading, custody, and offering documents. The family office keeps its governance and decision framework. Exact authority, approval thresholds, information access, reporting, and each party’s responsibilities must be defined before implementation.
A partnership built for peers.
Explore how the First Principle desk could support the families and responsibilities your office serves.
DefinedEvery term
DirectEvery delivery
VisibleEvery position
Built inside a family office. Designed to serve another.
Begin institutional intake