Category Archives: Private Wealth

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.

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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.

 

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Alternative Investments, Covered Call Strategies, Family Office, Financial Planning, Private Wealth, Selecting a Private Wealth Investment Advisor, Selecting an Investment Advisor, Selling a Business, Tax-Loss Harvesting, Wealth Management

A Strategic Guide to Hedging Your Concentrated Stock Position

Posted on by Jennifer Lambert
01
Aug

 

For investors holding a significant portion of their wealth in a single stock, the feeling is a mix of excitement and unease. On one hand, a concentrated position can deliver life-changing returns. On the other, it exposes you to idiosyncratic risk—the unique, unpredictable dangers of a single company that can devastate your portfolio regardless of how the broader market is doing.

This guide explores strategic approaches to managing this risk, allowing you to protect your wealth while keeping your potential for upside gains.

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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.

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Alternative Investments, Chicago Area Investment Advisor, Chicago Area Private Wealth, Family Office, Fiduciary Advisor, Financial Planning, Hinsdale Investment Advisor, Private Wealth, Real Estate, Real Estate Sale, Selecting a Private Wealth Investment Advisor, Selecting an Investment Advisor, Selling a Business, Wealth Management, Western Chicago Suburbs Investment Advisor

Unlocking Your Real Estate Windfall: Why an Investment Advisor is Your Essential Partner

Posted on by Jennifer Lambert
17
May

 

Selling a real estate asset – be it a strategic rental property or a bustling commercial building – is more than just a transaction. It’s often a transformative financial milestone, representing years of dedicated equity building, meticulous planning, and unwavering hard work. The substantial proceeds from such a sale are a testament to your efforts.

But here’s the critical question: What comes next? The decisions you make with this newfound capital are just as vital as the sale itself. Navigating the intricate landscape of taxes, identifying lucrative investment opportunities, and securing your long-term financial stability demands a level of expertise many of us don’t possess. This is precisely where the seasoned guidance of an experienced investment advisor becomes not just valuable, but essential.

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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.

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Chicago Area Investment Advisor, Chicago Area Private Wealth, Fiduciary Advisor, Hinsdale Investment Advisor, Low Interest Debt, Private Wealth, Selecting a Family Office Investment Advisor, Selecting an Investment Advisor, Wealth Management, Western Chicago Suburbs Investment Advisor

Selecting a Chicago Area Financial Advisor

Posted on by Jennifer Lambert
14
Mar

Navigating today’s complex financial landscape can feel overwhelming for many—whether you’re an entrepreneur, executive, professional, retiree, or simply someone focused on building and protecting your family’s financial future. Regardless of your background or stage in life, having a personal financial strategy or wealth management plan that reflects your unique situation and goals is essential to enhancing, protecting, and perhaps even eventually passing on your wealth to children, grandchildren, or philanthropic priorities with confidence.

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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.

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