Portfolio Construction: A Blueprint for Private Families

Portfolio management for families of significant wealth is distinctly different than those with traditional wealth management needs. For these families, wealth typically exists in a much more complex ecosystem—among real estate investments, operating companies, or multiple generations, by way of example. These factors and other considerations are key to successful portfolio construction for private investors and wealthy families. By following the blueprint laid out in this paper and highlighted in the brief video, families are best positioned to establish an investment strategy that is suited to their unique circumstances and built for long-term success.