Browsing Tag
Family Offices
50 posts
Is Private Credit Eating Private Equity’s Lunch? The Fight for Dry Powder
Private equity and private credit are competing for the same capital amid changing market conditions. Allocators prioritize yield and fast deployment, leading to a shift in investment strategies and fundraising dynamics.
May 14, 2025
May Monthly Private Market Intelligence
Private capital finds opportunities in "boring" businesses like HVAC and lawn care amidst AI hype. Mexico leads in nearshoring due to lower costs and efficiency, outperforming Canada despite tariffs.
May 7, 2025
The Intangible Edge: How Fractional IP Is Unlocking a New Era of Alternatives
Fractional ownership and tokenization are transforming access to intellectual property, enabling investors to diversify portfolios and seek non-correlated returns despite valuation and regulatory challenges in this emerging asset class.
May 6, 2025
The New Frontier: How Fractional Real Estate Is Changing Private Investing
Fractional ownership and semi-liquid funds are transforming real estate investing, enabling broader access, improved liquidity, and diversified portfolio strategies.
April 23, 2025
Alts Are the New Black: Building Smarter Private Portfolios
A practical guide to private market investing — from PE to real assets — for investors looking to build smarter, more resilient portfolios.
April 22, 2025
The New Liquidity Playbook: Balancing Flexibility and Growth in Private Markets
How innovative financial structures like evergreen funds, private asset ETFs, and private credit funds are enhancing liquidity in private markets while supporting long-term growth and investment strategies.
April 14, 2025
Tariffs, Growth, and Inflation: A 100-Year Cycle Playing Out Again?
The impact of past protectionist policies, particularly the Smoot-Hawley tariff, on economic growth and global trade, offering lessons for today's investors navigating current economic challenges.
April 9, 2025
PPLI: A Strategic Tool for Global Families
Private Placement Life Insurance (PPLI) offers UHNW families tax efficiencies, investment flexibility, and global mobility for effective wealth planning, making it essential for complex cross-border financial strategies.
April 7, 2025
April 25 Private Markets Intelligence
Private market dynamics show LP distributions surpassing contributions for the first time since 2015, while green investments prioritize proven technologies amid economic uncertainties, urging careful decision-making.
April 2, 2025
Evergreen Funds: A Gateway to Private Market Investing
Evergreen funds are innovative open-ended investment vehicles offering long-term flexibility and gradual capital deployment. They provide easier access to private markets.
April 1, 2025