Family office insurance is a coordinated set of policies designed to protect a family’s assets, liabilities, people, and operations across multiple entities and locations. It is not just homeowners, auto, and an umbrella. It is a program that matches how wealth is actually held and managed in real life. This guide is written for both…
Family Office Traditional and Alternative Investments: How Portfolios Are Built and Managed
Family office traditional and alternative investments usually live side by side in the same portfolio. A family office may hold public stocks and bonds for liquidity and stability, while also committing capital to private equity, private credit, and real estate for long term growth and diversification. This article explains what “traditional” and “alternative” mean in…
Examples of Alternative Investments: What They Are, How They Work, and What to Watch For
Alternative investments are investments outside traditional stocks, bonds, and cash. Common examples include private equity, hedge funds, real estate, commodities, and collectibles. This article walks through the most common types of alternative investments, how each one works in practice, and what makes alternatives harder to track and report than a typical public market portfolio. It…
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