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 10: Trust Fundamentals Most People in PE Never Fully Understand
There are tons of structures to consider, and the right one depends on your fund terms, your state, your family situation, and how concentrated your estate already is in illiquid carry and co-invest.
Week 9: Gifting with Intention
Gifting usually falls into two categories: gifts to family and gifts to charity. They're not mutually exclusive, and a lot of the same concepts apply to both, but there are some important differences in how you think about each.
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.
Week 7: Why PE Professionals Think About Debt Differently
Debt isn’t something to be afraid of, and it isn’t something to treat casually either. You already understand leverage better than most people will ever need to. The discipline is applying that same clear-eyed thinking to your own balance sheet that you’d apply to any deal.
