WEALTH TRANSFER
6 Strategies to Consider After a Significant Wealth Event
First generation wealth creators have many new opportunities, but along with new wealth comes many...
Read MoreAccess to Alternatives
01 / 09 / 2023
UNIQUE INVESTMENT
OPPORTUNITIES
Take advantage of a diverse platform of investment strategies not typically available to individual investors.
Private Equity
Private Credit
Real Estate
Direct Investments
Co-Investments
Secondary Investments
COMPLETE YOUR PORTFOLIO
Discover the benefits of adding private investments to your portfolio allocation
Diversification
Differentiated sources of risk and return with lower correlation to traditional assets.
Liquidity Premium
Attractive return premium associated with longer-term investment horizons.
Market Inefficiencies
Opportunistic strategies that seek to capitalize on mispriced assets.
Enhanced Return Potential
Heightened return profile offers opportunity to build multi-generational wealth.
SEE WHERE ALTERNATIVES FIT
WITHIN YOUR PORTFOLIO
EXPERIENCE YOU CAN TRUST
Professional Certifications
- Chartered Financial Analysts (CFA)
- Certified Exit Planning Advisors (CEPA)
- Chartered Alternative Investment Analysts (CAIA)
- Certified Investment Management Analysts (CIMA)
- Certified Financial Planners (CFP)
- Certified Private Wealth Advisors (CPWA)
- Juris Doctors (J.D.)
Institutional Advisory
- Institutional research
- Endowment and foundation management
Business Financial Consulting
- Corporate finance
- Private business divestiture
- Business valuation
- Mergers and acquisitions
RELATED INSIGHTS
Answers, advice, and education on the topics affecting your wealth
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