Wealth Strategy Secrets of the Ultra Wealthy Podcast How to Build Wealth Like a Family Office Using Alternative Assets
Today we have a fascinating episode with Daniel Brereton, Director at Equity Multiple, and a true expert in both traditional and alternative investments. Daniel’s journey is as impressive as it is educational—after serving as an Army officer, he translated his leadership and analytical skills to the world of private markets, first at UBS advising pensions and endowments, and now helping everyday investors unlock access to institutional-quality real estate deals.
Host Dave Wolcott explores Daniel’s evolution from the military to the cutting edge of wealth strategy, shining a light on how family offices and leading endowments invest beyond the stock market. Daniel shares his firsthand knowledge of asset allocation and explains why alternatives like private credit and real estate can be game-changers for building a diversified, resilient portfolio.
In this engaging conversation, Daniel breaks down what true financial freedom means, what he learned by working with some of the world’s most sophisticated investors, and how regular investors can benefit from private market opportunities—without needing to write million-dollar checks. Listeners will gain actionable advice on evaluating risk, choosing the right partners and sponsors, and building wealth with patience and intention.
In this episode, we discuss:
-
The fundamentals of asset allocation and diversification beyond traditional stocks and bonds
-
Why private credit and real estate are especially attractive in today’s market cycle
-
How to assess risk, sponsor quality, and market opportunities in private market deals
-
Actionable tips for gaining access to institutional-quality investments and accelerating your wealth trajectory