The Hidden Costs of Private Investing (That No One Talks About)
Hidden costs in private investing beyond management fees, including time burdens, legal complexities, and liquidity issues.
Browsing Tag
Family Offices
66 posts
Articles tailored to the unique perspectives of family offices, from allocation strategies to generational wealth transfer and governance.
How to Build an Investment Policy Statement That Will Stand the Test of Time
An Investment Policy Statement (IPS) is essential for investors, guiding strategy via objectives, governance, risk management, and parameters, ensuring accountability and alignment with investment goals through regular updates.
Asset Allocation Strategies for 2025
Asset allocation strategies for 2025, emphasizing disciplined approaches in buyouts, venture capital, private credit, and real estate to optimize portfolio performance amid evolving market conditions and challenges.
Family Governance: A Blueprint for Sustaining Generational Wealth
Family governance is crucial for preserving generational wealth. It establishes structured decision-making and strong relationships, aligning family values and vision while promoting accountability, collaboration, and effective conflict resolution across generations.
Key Tax Deadlines for Founders, Wealth Managers, Individual and Angel Investors in 2025
Key tax deadlines for founders, wealth managers, and investors, including filing dates for personal taxes, K-1 forms, and estimated payments.
The Great Wealth Transfer
A overview of the Great Wealth Transfer as $84.4 trillion shifts through 2045, reshaping investor preferences toward alternatives and expanding private markets while public listings decline amid costs and scrutiny.
Choosing Between SAFE and Convertible Notes
Entrepreneurs must choose between SAFEs and convertible notes for startup financing, each offering unique advantages and drawbacks. The decision relies on factors like valuation uncertainty, funding timelines, and investor preferences.
Beyond Financial Capital: A Unified Approach to Intergenerational Wealth Transfer
Intergenerational wealth transfer extends beyond financial assets, encompassing cultural, human, social, intellectual, and financial capital. Family offices can leverage technology to preserve and enhance family legacies for future generations.
Due Diligence Template
The Due Diligence Checklist Template aids investors in assessing key areas like financials, market position, legal compliance, and operations, ensuring informed decisions and minimized risks prior to investment.
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.