“Many families come to us with a stone in their shoe. It could be illiquid investments, misaligned incentives, or portfolios that lack optionality. Our first job is to take that stone out.”

In this conversation, we explore how a client-first philosophy drives every choice at Bespoke’s asset management and advisory. Managing Director Sune Sorensen walks us through our approach to complex portfolios, from untangling legacy positions to allocating capital across real assets and global markets while thoughtfully managing currency risk. At the heart of Bespoke’s strategy is disciplined risk management, a focus on equity and long-term value, and a belief in human ingenuity, all grounded in building enduring relationships that span generations.