Lily Funds is a multifamily office as well as a private investment management firm.
Based in Fort Lauderdale, Florida, Lily Funds provides principles of service customized to the clients specific needs.
This customized service ranges from wealth management to the day-to-day administration and management of a family’s affairs.
Lily Funds outstanding flexibility allows the families and clients it serves to choose among different services bundles in order to best support the clients precise needs.
Welcome to our world.
Our Services
Lily Funds
Real Estate
Our Real Estate professionals are seasoned experts in sourcing, analyzing, structuring and monetizing real estate investments in distressed debt, high-yielding senior loans, direct equity and hybrid investments, among others. Their experience spans highly structured and complicated capital structures, sponsorship/management turnaround issues, divestitures and bankruptcies.
Lily Funds
Capital Financing and Partnerships
We work hand-in-hand with trusted institutions and family offices to identify and execute financing solutions, joint ventures, private placements, and development projects. Our selective partnerships ensure alignment of interests and efficient capital deployment.
Lily Funds
Separately Managed Accounts (SMAs)
For a curated group of individuals, we offer customized portfolio management in equities and marketable securities. Each SMA deploys a disciplined strategy rooted in value investing principles, inspired by Warren Buffett—focusing on intrinsic value, long-term holdings, and margin of safety. At the same time, we recognize the transformative impact of the Fourth Industrial Revolution we are upon, actively participating in emerging economies driven by technologies like AI, biotechnology, and sustainable innovation. This balanced approach aims to achieve risk-adjusted returns while adapting to forward-looking opportunities, all with transparent oversight tailored to specific financial goals.
SHOWCASED PROPERTY
Las Vegas Resort Corridor (OPPORTUNITY ZONE)
Lily Funds is offering 2 of our key assets FOR SALE. Directly on the Las Vegas strip with 650ft of frontage, at the southern end near the “Welcome to Fabulous Las Vegas” sign, across from Mandalay Bay Convention Center. The 2.22 acres offering boasts 350ft of prime Las Vegas Strip frontage and the 2.48 acres with 301ft of frontage. Both properties are located in a QUALIFIED OPPORTUNITY ZONE and can be combined. The property is ½ mile to the Allegiant Stadium, host to the Las Vegas Raiders NFL team.
LATEST NEWS
Company
Fort Lauderdale real estate company
February 14, 2020LAS VEGAS, Feb. 19, 2020 /PRNewswire/ — Lily Funds, through its affiliated company New World LLC, has announced the successful sale of a 5.25-ac...
Company
Economic Engine of Fort Lauderdale Beach
February 3, 2020Economic Engine of Fort Lauderdale BeachAmong the myriad factors that comprise Broward’s multi-faceted economic picture, the Fort Lauderdale beach con...
Company
World Central Kitchen continues massive effort
September 10, 2019FORT LAUDERDALE, Fla. – Crews were hard at work Tuesday morning loading more than 100 tons of relief supplies onto a yacht in Fort Lauderdale that wil...
