Browsing Tag

Family Offices

66 posts

Articles tailored to the unique perspectives of family offices, from allocation strategies to generational wealth transfer and governance.

3 minute read

Real Estate

Investing in Affordability: How Private Capital Can Build a Stronger Future

The U.S. faces an affordable housing crisis, necessitating private capital investment alongside government support. Responsible strategies can yield stable returns while addressing social challenges and revitalizing communities.

March 31, 2025

4 minute read

Entrepreneurship Through Acquisition: A New Path to Business Ownership and Investment

Entrepreneurship Through Acquisition (ETA) is emerging as a viable investment strategy, offering lower risks and strong returns by acquiring established businesses, appealing to a diverse range of investors.

March 25, 2025

4 minute read

Investment Tools & Strategies

Investment Red Flags: When NOT to Invest

Critical investment red flags, including unrealistic projections, leadership instability, opaque structures, and external risks.

March 24, 2025

5 minute read

March 25 Private Markets Intelligence

Investors are exploring innovative alternatives in private markets, from tokenized assets to AI-backed investments. LATAM's VC scene, led by Brazil, sees rapid growth, notably in Uruguay. Strategic cash flow planning is vital.

March 11, 2025

3 minute read

Uncategorized

ILPA’s Updated Reporting Template: Great in theory, but will it be adopted?

ILPA's updated reporting template aims to enhance transparency in private equity. However, doubts remain about its adoption and effectiveness without regulatory changes enforcing standardized practices.

March 10, 2025

3 minute read

Private Markets & Alternatives

2025 What’s Ahead

Private markets face uncertainty in 2025, but alternative investments remain in demand. From private credit to climate tech, niche opportunities abound for investors seeking long-term value amid shifting macro trends.

February 26, 2025

4 minute read

Private Markets & Alternatives

Alternative Liquidity Solutions in a Constrained IPO Market

In a constrained IPO market, M&A, private debt, and continuation vehicles are emerging as vital alternative liquidity solutions, facilitating exits and strategic financing for fund managers through evolving market dynamics.

February 24, 2025

3 minute read

Investment Tools & Strategies

Stress Testing Your Investments: The Ghost Portfolio Approach

The Ghost Portfolio approach stress-tests investments by simulating historical scenarios, helping investors identify risks, refine strategies, and enhance portfolio resilience amidst market uncertainties.

February 19, 2025

2 minute read

Cash Flow Planning for Private Investors

Clockwork helps High-Net-Worth Individuals and Family Offices manage liquidity effectively, align investment goals, and navigate market fluctuations while ensuring financial stability.

February 11, 2025

4 minute read

Best Practices for Real Estate Due Diligence

Effective real estate due diligence involves thorough assessments of financial, legal, environmental, and market factors. A well-structured checklist aids in identifying risks and optimizing investment decisions for long-term value.

February 5, 2025