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Animal Spirits Podcast cover image

Talk Your Book: Private Investing for Fiduciaries

Animal Spirits Podcast

NOTE

Efficient Portfolio Diversification in Private Markets

By adopting a portfolio approach in private markets, clients can designate specific investor groups based on their goals and risk tolerance, such as growth-oriented mid-career individuals. Through this method, a diversified portfolio can be built, encompassing various assets like private equity, venture capital, and real estate, resulting in a single K1 tax form and eliminating excessive paperwork. Additionally, clients can access top-tier funds with a $10 million minimum investment requirement by pooling their assets, enabling them to invest as little as $100K in a custom fund.

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