Relative Value Partners merged with Kovitz Investment Group Partners, LLC as of August 2024. All Insights are opinions of the author as of the posting date. Any graphs, data, or information in this publication are considered reliably sourced, but no representation is made that it is accurate or complete, and should not be relied upon as such. This information is subject to change without notice at any time, based on market and other conditions. Past performance is not indicative of future results, which may vary.
Relative Value Partners has experience identifying opportunities for our clients in underfollowed, yield-oriented, publicly traded securities.
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Your financial plan relies on a lot of assumptions. Some of those assumptions include how the markets will perform over the coming decades, what inflation and interest rates will do, and what your cash flow will look like between now and the end of your life. Adverse events during your lifetime can challenge certain of these assumptions and change your needs. As a result, life insurance can be a crucial piece of your financial plan, since it is a tool to protect your future earning potential and your family’s cash flow in the years ahead.
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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?”
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Over the course of the year, our dedicated team has diligently crafted articles on essential financial planning and investment management themes that have commanded our attention.
In 2023, we explored a wide range of topics, including the appropriate role of private equity funds, estate planning in an era of higher interest rates, navigating naming beneficiaries for your IRA, and the philanthropic potential of donor-advised funds.
Throughout history, people have been motivated to extend a helping hand to their families, friends, neighbors, and those in need within their greater communities. These days, many families want to make a positive impact in the world by creating a lasting legacy using their wealth.
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When the original owner of an IRA passes away, the account is not subject to the terms of a will; instead, it will be passed directly to the named beneficiaries. Naming beneficiaries, therefore, is a key part of setting up an IRA. While doing so might sound like a simple process, the multitude of options available can make it complex.
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Relative Value Partners has significant experience identifying opportunities for our clients in underfollowed, yield-oriented, publicly traded securities.
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For many investors, the focus for the last 18 months has been understanding how rising interest rates will impact the macroeconomic landscape, the capital markets, and cash flow planning. And for many families, it’s just as important to understand the impact of rising interest rates on generational wealth transfers and estate planning.
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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.
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Just over a year ago, my team and I moved to RVP. Thankfully, most of our clients had enough confidence in our team to join us at RVP. One year in, many of you have asked us, “how is it going”? The short answer is that the merger of our teams is going really well, and that we feel lucky to be together at RVP.
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