January 25 Private Markets Intelligence
Private credit trends, market access and new policy impacts.
Browsing Tag
Advisors
21 posts
Content geared toward wealth managers, consultants, and professionals supporting private investors, from compliance to portfolio strategy.
Rebalancing Your Investment Portfolio for 2025
As 2025 approaches, investors must evaluate performance, set clear goals, and rebalance portfolios to navigate market changes, focusing on strategic investments, tax efficiency, and maintaining liquidity for long-term growth.
Final Steps: Meeting the October Tax Deadline
Ensure compliance and maximize deductions before the October 15th tax deadline. Finalize key investment forms, avoid costly mistakes, and optimize your financial position for future tax efficiency.
Wealth Management Across Generations: Succession Planning for Family Offices
Explore how family offices are leveraging technology, legal frameworks, and next-gen training to master succession planning. Learn strategies for wealth preservation, smooth transitions, and fostering leadership across generations.
Investing in LatAm: How to Recognize Opportunities and Safeguard Investments in the Region
Latin America offers high-growth potential amid political and economic shifts. Understand how to capitalize on opportunities by mastering regional complexities, currency volatility, regulatory changes, and building relationships.
US Funds Entering Europe: Understanding General Solicitation Regulations
Navigate EU pre-marketing regulations: key differences, compliance tips, and strategic insights for U.S. fund managers targeting European investors under AIFMD. Ensure regulatory compliance and successful cross-border fundraising.
Avoiding General Solicitation: Strategies for SEC Compliance
Strategically adhering to SEC rules on general solicitation is crucial for startups and funds. Key strategies include verifying accredited investors, restricting communications, and meticulously reviewing marketing materials to avoid penalties.
What the SEC’s PFAR Ruling Means for Investors and Private Funds
The Fifth Circuit's decision to vacate the SEC's PFAR removes key compliance requirements, increasing flexibility for private fund advisers while introducing uncertainty for investors about future SEC regulatory actions.
Tax Policy Changes for 2024: Key Insights
Maximize Tax Refunds in 2024: Insights on Deductions, Contributions, and Planning Strategies. Stay Ahead with Proactive Tax Optimization for the Upcoming Deadline
Tax Prep 101: Organizational Strategies for Tax Day
Dive into essential organizational strategies to prepare for tax day deadline, empowering investors to navigate filings effectively.