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- Often initial source of wealth and part of legacy
- Income generator for other categories
- Liquidity retained for business demands and risk management
- Balancing cash accessibility with asset diversification
- Liquidity needs (for daily life, education, taxes, social security, insurance, retirement planning, asset maintenance, etc.)
- Physical assets purchased for enjoyment. Some depreciate; all cost money to maintain
- Venture capital; taking active stakes in non-core businesses
- Training ground for younger generation
- Source of wealth creation and yield
- Business-diversification: potential future legacy assets
- Physical assets for investment
- Split between yielding (real estate, land, infrastructure, energy assets) and
- non-yielding (precious metals, art, collectibles)
- Appreciation potential, diversification
- Diversified financial market investments and new financial instruments
- “Family bank”
- “Opportunity pot”
- “Nest-egg portfolios”
- Liquidity strategy to cover the unexpected
- Traditional: yield-driven portfolios support regular distributions
- Emerging: entrepreneurial ventures focused on social and environmental
- change, fostering growth and measurable impact