HL
As a family office advisor, how are ultra-high-net-worth individuals rethinking portfolio allocation in today’s volatile macro environment, particularly across private equity, real assets, and alternative investments?
AG — The 60/40 has been dead for some time — most allocators are simply slow to admit it. What I see across the principals we work with is a return to first principles. Capital is being redeployed into three buckets: durable real assets,…

