Ultra-High-Net-Worth (UHNW) families, whose wealth spans generations, have many demands beyond investment advice. In addition to comprehensive wealth management, these families require consolidated financial reporting, tax planning, risk management, asset protection, multi-generational education, philanthropic guidance, and other services. Because each family’s situation is unique, our UHNW clients often ask, “Should we form our own Single-Family Office to address our family’s specific objectives?”
[Read more…] about Do I Need My Own Single-Family Office?The Role of Private Equity in a Diversified Investment Portfolio
Private equity funds are long-term vehicles that invest in private businesses with the objective of realizing a return. While private equity is an illiquid asset class, often with a time horizon greater than 10 years, the long-term nature of the investments provides the potential for attractive returns for the patient investor.
[Read more…] about The Role of Private Equity in a Diversified Investment Portfolio