Why Now?

The largest generational wealth transfer in history is taking shape. 

Over the next 20 years, an estimated $85 trillion in wealth assets in the United States is expected to be transferred from the baby boomers to the newer generation (Gen X, Millennials, Gen Z, Gen Beta). 

The younger generation today is less aligned with traditional forms of investments and more aligned with personal branding with 

Stubborn inflation, higher costs of living and the ability for a more traditional 'balanced' portfolio such as a '60/40' (60% stocks / 40% bonds) to keep up is not the future.

The  smarter investment portfolio for the new generation will have a much higher allocation to investments in private real estate, private equity, private credit, venture capital, hedge funds and digital assets ('Cryptos').

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