Preserving Wealth Post-Exit: Using Institutional Models for Global Diversification

In Views from the Market episode 148, I speak with Andrew Sarna and Vanessa Hui of Forthlane Partners, an independent wealth management firm. Forthlane offers sophisticated institutional investment strategies to its clientele of high-net-worth individuals, family offices, and foundations. Vanessa and Andrew discuss how the firm diversifies client investments through private equity, hedge funds, and defensive credit strategies that offer downside protection. The broad experience of Forthlane’s team allows it to tap into geographies and lower midmarket investments that are sometimes overlooked. Opportunities in precious metals and other commodities, which are partly AI-driven, are among the recent developments that are considered. Listen and subscribe here: https://se.law/4pnQ1nj