Browsing Tag

Family Offices

70 posts

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

4 minute read

Private Markets & Alternatives

Beyond the Chaos: Private Markets Offer Stability Following Market Turbulence

August 2024’s market turbulence underscores the critical need for diversified portfolio strategies, highlighting the resilience and strategic value of private markets amidst global economic turbulence.

August 21, 2024

3 minute read

Cap Table Template

Discover the essentials of cap tables, from equity ownership to valuation. Download our template to manage your company's equity structure with clarity and confidence.

August 19, 2024

3 minute read

Private Markets & Alternatives

A Guide to Portfolio Risk Mitigation For Private Investors

In today’s volatile financial landscape, mastering risk mitigation in private investing is crucial. Learn to identify, assess, and navigate threats to safeguard wealth and optimize returns amid market unpredictability.

August 12, 2024

1 minute read

US Real Estate

Real estate provides income and diversification as cap rates stabilize relative to bonds, sector dynamics diverge, and U.S. rental yields and data center demand highlight opportunities across risk, return, geography.

August 3, 2024

2 minute read

SAFE (Simple Agreement for Future Equity) Term Sheet

A streamlined template for creating a Simple Agreement for Future Equity (SAFE) term sheet, covering all essential components for startups and investors.

July 23, 2024

5 minute read

How to Better Attract LatAm Investor Capital

Learn how to attract Latin American investor capital by understanding the region’s unique market, leveraging local connections, and navigating regulatory nuances to appeal to high-net-worth individuals and family offices.

July 17, 2024

3 minute read

Private Investment Fee and Net Return Calculator

Analyze private investment profitability with our calculator. Compute gross and net returns, fees impact, and IRR. Optimize investment decisions with accurate financial insights.

July 10, 2024

4 minute read

How to Calculate Net Present Value

Learn how to calculate Net Present Value (NPV), a crucial technique for evaluating investment opportunities. Understand discount rates, future cash flows, and the time value of money for better investment decisions.

June 10, 2024

5 minute read

Private Markets & Alternatives

Beyond Stocks and Bonds: Reimagining Portfolio Mix

Explore how alternative investments like private equity, real estate, and hedge funds can build resilient, diversified portfolios amid today's economic challenges.

May 27, 2024

3 minute read

Private Markets & Alternatives

Alternative Investment Strategies for an Uncertain Global Landscape

In an era of uncertainty, traditional investment strategies falter. Navigating global volatility demands smarter portfolios, embracing alternative investments like real assets, hedge funds, and private equity for resilience and growth.

May 14, 2024