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This article argues that real estate has become an integral component of diversified investment portfolios, and that exposure can be obtained via private equity structures. Institutionally sponsored, these funds can expose the investor to core, core-plus, value-added, opportunistic, joint-venture, private placement and retail syndication investment strategies. The initiators of these funds have devoted significant time and attention to the science of aggregating equity capital.

This article implores investors to draw conclusions about an investment manager not on the basis of numbers - past performance - but rather all the factors you can explore without looking at their track record. Once you have formed your opinion, see whether it tallies with the manager's track record.

Asset Diversification

Heritage Finance & Trust Company, Geneva, Switzerland, was founded in 1986 in Switzerland as a single family office providing financial advisory and portfolio management services. Over time, Heritage has evolved into a multifamily, multi-client office as it has seen demand for its services increase from an extended circle of family members and their related connections.

Millennials have surpassed the Baby Boomers as the nation’s largest demographic segment. And with more than $30 trillion passing to them through inheritance over the next 30 years, Millennial investors are determined to make an impact and use their wealth to reshape not just markets, but the world.

It is often thought that financial success comes with a certain level of financial freedom: the freedom to pursue passions, to take risks, to give back, and to make an even bigger impact. In the 2018 U.S. Trust Insights on Wealth and Worth® survey, the results revealed that only half of high-net-worth individuals have a plan to optimize the opportunities their wealth provides.