Wealth Planning for Private Equity
Video Series
The Private Equity Series serves as a cohesive guide designed to help mid-career private equity professionals build a clear, actionable personal financial plan by addressing the key components of their unique financial lives. Axiom is focused on partnering with private equity professionals for their holistic wealth management needs. One of the greatest joys we experience is working intimately with high-achieving families that have complex financial issues, large aspirations, and who are intellectually curious. We hope you enjoy!
Week 8: Protecting Your Human Capital
Everything we've covered so far assumes one thing is still working: you. I call it human capital, and for most of you, it's one of the largest assets on your balance sheet, even though it rarely shows up on a net worth statement. Today I want to talk through how to think about that number, and then talk about a tool that protects it: insurance.
