Family Offices
Non-dilutive liquidity in weeks.
FCA Regulated
Asset manager authorised by the UK FCA
Institutionally Backed
Backed by Lepercq Group
Transaction Scale
$15m to $100m+
Global Capability
NAV financing for complex, global multi-asset portfolios
What is a NAV facility?
A family office (FO) NAV facility is generally a term loan in which a lender provides financing (debt or preferred equity) against a FO portfolio’s Net Asset Value.
NAV providers may seek to obtain a security interest directly over investment assets (e.g., a pledge of interests in a subsidiary vehicle established to hold the investments) or a security interest supported by those assets (e.g., a pledge of deposit accounts into which proceeds are deposited).
Why are so many family offices using NAV facilities?
NAV financing allows a family office to unlock strategic capital without selling assets prematurely via high-friction secondary processes. It is the ultimate tool for liquidity management.
Another major attraction of many NAV facilities is that their interest rates are better aligned with the illiquid nature of the underlying assets. Many facilities do not require annual cash interest payments, with lender returns generated through accruing Payment-in-Kind (PIK) interest.
Why Nodem?
Founded on the expertise of our Managing Partner, Alex Branton—formerly of Cambridge Associates—Nodem was built to serve the world’s most sophisticated family offices. We combine deep institutional knowledge with a specialised ability to underwrite complex, multi-asset portfolios. Where traditional private banks see friction, we see opportunity— aiming to deliver flexible, tailored term sheets within 2–3 weeks.
Nodem is itself backed by a leading family office, Lepercq Group, founded in 1936 as the American Investment branch of Banque Schlumberger. Throughout its history, Lepercq has been driven by three core values shared by Nodem: trust, innovation and flexibility.
