(Cont’d): 

We are including here 3 educational pieces to further a conversation with you:

“Cerulli & Associates. Adapting to Growing Private Markets: A Playbook for Practice Success”
A condensed document from this respected US industry firm regarding 3 key issues advisors want addressed, plus using alternative investments to differentiate practices and attract, consolidate, and retain client assets

“The Kinsted Wealth introduction to Private Markets (Alternative Assets)”
An easy 8 page read. Contains benefits to adding private market exposure vs. solely using public investments.

“Holdun Family Office. A Beginner’s Guide for retail investors”
A condensed version solely focussed on the “Alternatives 101” Chapter from this Family Office. This balanced perspective educational document covers public markets, Alternative Investments (Hedge Funds) and Alternative Assets (Private Markets).