Resources
Notes for families with private investments, and for the advisors who work with them.
Ten questions about your private portfolio
A five-minute check on whether your private investments are on record, or only in your head.
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If you weren’t here tomorrow, could your family find your private investments?
Liquid accounts come with a custodian and a phone number. Private funds don’t. What the next person inherits, and what a usable record looks like.
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For advisors
Seeing the private side of your client’s balance sheet
Your clients’ private investments sit outside your reporting stack. How a client-authorized summary gives you sight of them, and what it doesn’t do.
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For family offices
Hire or outsource? What it costs to keep your private investments on record
Before you hire someone to track the private portfolio, compare what the market charges for that seat with what the job actually is.
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