Navigating Liquidity in a Private Equity-Dominated Portfolio
Private equity has become a cornerstone of many high-net-worth and institutional portfolios, and for good reason. The asset class offers attractive long-term return potential, diversification from public markets, and access to unique value creation strategies. However, with these benefits comes a challenge that is often underestimated: liquidity. As allocations to private equity grow, investors can find themselves facing unexpected constraints when it comes to meeting capital calls, funding distributions, or seizing opportunities in more liquid markets. This post explores how to manage and plan for liquidity in private equity-heavy portfolios, offering strategies to reduce risk and improve resilience [...]
When to Reconsider Your Family Office Investment Governance Model
As family wealth grows and the complexity of managing it increases, the governance structures put in place at the outset of a family office can become outdated or insufficient. A family office that began as a nimble operation managing a few investment accounts may struggle to maintain efficiency, transparency, and alignment when overseeing hundreds of millions in assets, multiple trusts, and multi-generational objectives. Strong investment governance is not just about having policies in place, it’s about enabling informed decision-making, managing risk, and ensuring accountability across stakeholders. In this post, we explore the signs that indicate your family office [...]
The Role of the OCIO in Multi-Generational Wealth Planning
Managing wealth across multiple generations is one of the most complex challenges in the world of finance. It goes far beyond selecting the right mix of investments. Families must confront divergent goals, shifting risk appetites, evolving life circumstances, and the constant tension between preservation and progress. Multi-generational wealth planning requires a unifying strategy that blends rigorous investment management with personalized governance, education, and communication. This is where the outsourced chief investment officer (OCIO) model shines. An OCIO brings institutional-grade investment management, unbiased guidance, and strategic clarity to families navigating the intricate terrain of legacy wealth. In this post, [...]
How Rising Interest Rates Are Reshaping Strategic Asset Allocation
The investment landscape has undergone a profound transformation. After more than a decade of ultra-low interest rates, we are now in a sustained period of higher rates. This shift is not just a temporary dislocation; it marks a structural change with long-lasting implications. For long-term investors, particularly those managing complex portfolios or multi-generational wealth, rising interest rates necessitate a rethinking of foundational principles in strategic asset allocation. The "free capital" era is over, and with that, traditional models for risk, return, and capital deployment require thoughtful recalibration. At our firm, we believe this inflection point presents not just [...]
Private equity has become a cornerstone of many high-net-worth and institutional portfolios, and for good reason. The asset [...]
As family wealth grows and the complexity of managing it increases, the governance structures put in place at [...]
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Managing wealth across multiple generations is one of the most complex challenges in the world of finance. It [...]
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The investment landscape has undergone a profound transformation. After more than a decade of ultra-low interest rates, we [...]
