Michael Zeuner, Managing Partner at WE Family Offices, was recently featured in the CFA Institute’s article, How Family Offices Balance Emotion and Strategy in Private Markets Investing, exploring how advisors help families remain disciplined amid the growing democratization of private markets.
Michael noted that while access to private equity and other illiquid investments has expanded, not every family is equipped to tolerate the long-time horizons and limited transparency that come with these strategies.
“Emotions are a big part of it…” he explained. “…there’s a lot more to understanding whether private investments are appropriate for certain families than just the math and the optimization.”
The piece highlights the balance between opportunity and discipline, and the essential role advisors play in helping families remain patient, informed investors through every stage of the private investment cycle.
Read the full article from CFA Institute.
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