Most investors have continued to focus their allocations primarily on traditional investments, largely ignoring or avoiding alternative investments such as private equity. Private equity is an investment strategy in which capital is raised from investors to acquire equity-ownership in companies that are not publicly traded.
It is critical for families with legacy ambitions to have a well-conceived plan anchored by a strong vision of what they want to have happen. A strong vision incorporates the family’s values, its mission or purpose, its unique abilities, traditions and the principles that will guide future decisions.
2018 was a year punctuated by two stock market corrections and volatility the likes of which has not been seen in years. It’s easy to forget that this type of volatility is not uncommon. We utilize a ProActive portfolio as part of an overall investment strategy.