Category Archives: Private Equity

Alternative Investments, Family Office, Fiduciary Advisor, Private Equity, Selecting a Family Office Investment Advisor, Selecting an Investment Advisor, Wealth Management

Family Offices: Ditch the Talent Hunt and Hire an Expert Contractor

Posted on by Jennifer Lambert
09
Aug

 

For ultra-high-net-worth families, your private wealth management firm—the family office—is at the heart of your financial strategy. As direct investing and complex portfolio oversight become the norm, the demand for top-tier investment talent has never been greater. Yet, many family offices are finding that the hunt for a world-class, in-house investment analyst is a struggle.

It’s not just about competing with Wall Street salaries. The challenges are often structural, cultural, and economic. But what if the solution isn’t to compete for talent you can’t get, but to hire the experts you need?

Continue reading →
Alternative Investments, Endowments, Family Office, Foundations, Private Equity, Private Wealth, Selecting an Investment Advisor

Unlocking the Private Market: A Deep Dive into Private Equity and Venture Capital

Posted on by Jennifer Lambert
03
Aug

 

Private equity (PE) has long been a domain for institutional investors and the ultra-high-net worth promising access to exclusive opportunities and the potential for outsized returns. But what exactly is private equity, and how does it differ from traditional public market investments? More importantly, is it the right fit for your investment strategy?

In this post, we’ll explore the main reasons to consider—and to be cautious about—investing in private equity, delve into its various styles and strategies, including the dynamic world of venture capital, and help you understand if this alternative asset class aligns with your financial goals.

Continue reading →
Alternative Investments, Fiduciary Advisor, Private Equity, Private Wealth, Selecting a Family Office Investment Advisor, Selecting a Private Wealth Investment Advisor, Selecting an Investment Advisor, Wealth Management

How Small RIAs and Bank Trust Departments Are Elevating Their Investment Game Through Outsourced CIO Solutions

Posted on by Jennifer Lambert
02
Aug

 

In today’s fast-changing financial services landscape, small Registered Investment Advisor (RIA) firms and Bank Trust Departments face a critical challenge: delivering sophisticated investment strategies and exceptional client experiences with far fewer resources than their larger competitors. To stay competitive and drive sustainable growth, many forward-thinking firms are adopting a strategic solution—partnering with an outsourced Chief Investment Officer. This approach provides institutional-quality investment management at a fraction of the cost—typically $180,000 to $230,000 annually, according to Cornerstone Research—compared to hiring a similarly skilled in-house CIO and support team. For these agile firms, the shift isn’t simply about keeping pace; it’s about positioning themselves to excel and compete far above their weight class.

 

Continue reading →
Endowments, Fiduciary Advisor, Foundations, Nonprofits, Private Equity, Selecting an Endowment or Foundation Investment Advisor, Selecting an Investment Advisor

Securing Tomorrow, Today: The Indispensable Role of Private Equity in Endowment & Foundation Portfolios

Posted on by Jennifer Lambert
29
Jul

 

Endowments and foundations are entrusted with a monumental responsibility: to steward capital in a way that not only preserves but robustly grows purchasing power for generations, supporting vital missions in perpetuity. In a landscape marked by market volatility, persistent inflationary pressures, and evolving return expectations, the asset allocation decisions made today are foundational—they will echo for decades. Increasingly, private equity (PE) has emerged as an indispensable cornerstone strategy for institutions seeking to meet these challenges head-on and secure their future. Here’s why investment committees should unequivocally give private equity a prominent place at the table.

Continue reading →
Alternative Investments, Family Office, Investment Strategy, Private Equity, Private Wealth, Selecting a Family Office Investment Advisor, Selecting a Private Wealth Investment Advisor, Selecting an Investment Advisor, Wealth Management

Preserving and Amplifying Dynastic Wealth: The Strategic Imperative of Private Equity for Ultra-High-Net-Worth Investors and Family Offices

Posted on by Jennifer Lambert
28
Jul

 

For ultra-high-net-worth (UHNW) investors and family offices, the mandate extends beyond mere capital growth; it encompasses the sophisticated preservation and intergenerational amplification of dynastic wealth. In an investment landscape characterized by unprecedented market dynamics, persistent inflationary pressures, and a demand for superior, uncorrelated returns, the strategic allocation of capital today will define legacies for decades to come. Increasingly, private equity (PE) has transitioned from an alternative allocation to an indispensable core strategy for discerning investors seeking to navigate these complexities and secure their financial future. Here’s why private equity warrants a preeminent position within your diversified portfolio.

Continue reading →
Active Management, Active Versus Passive Management, Alternative Investments, Hedge Funds, Index Funds, Liquid Alternatives, Liquid Alts, Passive Management, Private Equity, Real Assets Investing, Selecting an Investment Advisor, Tax-Loss Harvesting

Active vs. Passive: Tailoring Investment Strategies to Asset Classes

Posted on by Jennifer Lambert
13
Apr

 

When it comes to investing, the age-old debate of active management versus passive management isn’t just about personal preference; it’s deeply tied to the unique characteristics of different asset classes and how efficient their markets are. Understanding where each approach shines can be a game-changer for optimizing returns, managing risk, and keeping costs down.

Continue reading →
Alternative Investments, Chicago Area Investment Advisor, Chicago Area Private Wealth, Family Office, Fiduciary Advisor, Hedge Fund Strategies, Hedge Funds, Hinsdale Investment Advisor, Private Equity, Private Wealth, Real Assets Investing, Selecting a Family Office Investment Advisor, Selecting an Investment Advisor, Selling a Business, Wealth Management, Western Chicago Suburbs Investment Advisor

From Business Owner to Investor: Charting Your Course After a Business Sale

Posted on by Jennifer Lambert
16
Mar

 

Selling your business is a monumental achievement, marking the culmination of years of hard work and dedication. But as one chapter closes, another exciting, albeit complex, one begins: transitioning from the steady income of an active business to living off the total return of an investment portfolio. This shift blends excitement, uncertainty, and a new set of financial considerations.

Here’s what every entrepreneur should consider to ensure a smooth and successful journey from business owner to thriving investor.

Continue reading →
Alternative Investments, Chicago Area Investment Advisor, Family Office, Fiduciary Advisor, Hedge Fund Strategies, Hedge Funds, Private Equity, Private Wealth, Selecting a Family Office Investment Advisor, Selecting a Private Wealth Investment Advisor, Selecting an Investment Advisor, Selling a Business, Wealth Management

Selling Your Small Business: A Roadmap to a Successful Exit

Posted on by Jennifer Lambert
17
Feb

 

Selling the business you’ve poured your heart and soul into is a monumental decision. It’s a moment that can redefine your financial future, secure your legacy, and open doors to new adventures. Yet, it’s also a complex journey, fraught with potential pitfalls if not navigated carefully.

Whether you’re dreaming of retirement, eyeing a new entrepreneurial challenge, or adapting to changing life circumstances, preparing your business for sale demands strategic thought, meticulous planning, and flawless execution. This guide is designed to walk you through the essential considerations every small business owner should weigh before putting their cherished venture on the market.

Continue reading →