I can assist you in understanding where you are today and what will be required to pursue your income and estate planning needs. This will include helping you evaluate your future income needs and the growth potential of various investments and assessing tax-advantaged strategies for transferring assets to beneficiaries.
Many younger investors are in the formative years of building their portfolios and will likely experience various transitions, such as changing jobs, marriage, launching a business, or inheriting money. These factors will influence how they invest, and – as a millennial myself – I’m able to relate to these considerations while sharing what I’ve learned from investors of all age groups.
Over my career, I have developed a focus on private equity funds, direct private deals, and structured products. I speak with many institutional investors about these investments and assist them in assessing the merit of these opportunities.
Private equity funds are not appropriate for all investors. Investors should be aware that private equity funds may contain speculative investment practices that can lead to a loss of the entire investment. Private equity funds may invest in entities in which no secondary market exists and, as such, may be highly illiquid. The funds are not required to provide periodic pricing or valuation information to investors and often charge high fees that can erode performance. Additionally, they may involve complex tax structures and delays in distributing tax information.