• 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