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 6: Assessing Personal Risk as a Private Equity Professional
Thought experiment using Lake Powell to illustrate the difference between a traditional risk-based approach and a truly personalized one.
Week 5: Public Market Allocation to Complement Firm Economics
For many private equity professionals, firm economics already create meaningful exposure to small cap value–like businesses. A thoughtfully constructed public portfolio can help diversify that exposure rather than simply replicate it.
Week 4: Implementing a Liquidity Strategy
How to think about liquidity within the context of your broader financial structure and which parts of the balance sheet can realistically support short-term liquidity needs.
Week 3: Strategize Around Fund Commitments
A framework for thinking about how much to commit across multiple funds and how to estimate the capital calls that may follow. The goal is to translate fund commitments into a realistic view of future cash needs.
Week 2: Personal Cash Flow Analysis
A framework to help map both inflows, such as base compensation, bonuses, exits, and outflows, such as taxes, capital calls, and everyday expenses.
Week 1: Take Inventory to Craft a Financial Structure
How to think about your future earnings and how this will play a critical role in your broader financial structure as we move into more advanced sessions. This is the groundwork that sets the stage for smarter decisions down the line.
