Wealth Policy Statement Template Free Guide

Key Takeaways A wealth policy statement template is a document that captures your financial objectives, risk constraints, and decision-making guidelines. It defines roles, reporting cadence, and target asset allocation ranges to frame long-term planning. Investors, families, and advisors use it to make decisions that are consistent and tangible. The template typically contains investment goals, liquidity […]

Umbrella Insurance for Affluent Families: Protecting Assets and Assessing Coverage Needs

Key Takeaways Umbrella insurance for wealthy families is additional liability coverage that insulates assets in excess of home and auto policies. It bridges gaps for expensive claims like major lawsuits, rental property liability, or incidents with domestic staff. It typically begins at 5 million USD and layers on legal defense and settlement limits. Wealth advisors […]

Family Office Starter Playbook: Governance, Cybersecurity, and Investment Trends

Key Takeaways Something like a family office starter playbook is a real book for families who desire structured wealth management and future planning. It goes through governance, investment policy, tax and estate basics and risk controls in concrete steps. The playbook addresses staffing options, reporting standards and cost estimates so families can make apples-to-apples comparisons. […]

75 Due Diligence Questions to Ask Sponsors Before Partnering

Key Takeaways Due diligence questions to ask sponsors assist investors and partners in evaluating both the project’s risks and the sponsor’s ability. They address track record, financial strength, governance, conflict of interest, and exit plans. Thorough responses disclose expertise, sources of capital, term sheets, and backups. These due diligence questions help minimize risk and facilitate […]

Fund of Funds vs Direct Deals: How They Differ and Which Risks You Should Manage

Key Takeaways Fund of funds versus direct deals are two methods investors gain venture or private equity exposure. Fund of funds invests capital across numerous managers for diversification and inherent manager selection. Direct deals refer to investing directly into companies for more control and upside potential but require more hands-on work. Each path presents trade-offs […]

(Re)Balancing Act: Navigating Private Versus Public Rebalancing Strategies

Key Takeaways Rebalancing private vs public is altering the extent of capital invested privately relative to the public markets. It seeks to balance risk, enhance liquidity, and position a portfolio in accordance with objectives and timeline. Common catalysts are valuation changes, cash requirements, and regulatory or tax amendments. Strategies vary from occasional rule-based rebalancing to […]

Liquidity Planning for Syndications: Strategies, Risks, and Investor Confidence

Key Takeaways Liquidity planning for syndications means having plenty of cash and liquid assets to cover investor distributions, fees, and surprise expenses. It involves cash flow projections, reserve sizing, timing of exit, and backup funding. Good plans employ scenario analysis and clear governance to minimize payment lags and safeguard returns. Managers monitor liquidity scores and […]