Strategy
Pre-IPO and Qualified Investor Opportunities
Opportunities outside traditional public markets can be attractive, but they are often most appropriate for a limited group of investors and only when the broader portfolio can support the associated illiquidity and risk.
Questions that matter
- Is the opportunity sized appropriately relative to total wealth?
- Does the client have the liquidity and time horizon to support it?
- Is the underwriting case clear, or is the appeal mostly narrative?
- How does the position affect overall concentration and diversification?
How we think about fit
These opportunities should be evaluated inside the full context of liquidity, taxes, diversification, and overall plan resilience rather than in isolation.
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