Innovative Endowment Strategies for Family Investors

This chapter explores Aureus Asset Management's contemporary endowment model tailored for individual and family investors, inspired by institutional practices. It highlights the unique challenges faced by family investors, particularly regarding liquidity, taxation, and asset allocation, while emphasizing the potential of illiquid investments for enhanced returns. Additionally, the conversation delves into risk management principles and the emotional factors influencing decision-making in both investment and personal contexts.