Investment Opportunities in Private Markets

At QTR Family Wealth, we believe your financial journey should align with your values and long-term goals. Private markets offer a unique way to diversify your investments and build a legacy that stands the test of time. We don’t just manage assets—we create personalized strategies that seek to maximize your Quality Time Remaining (QTR). Our focus is on ensuring your wealth supports your family today while building a legacy for future generations to come.

Why Invest in Private Markets?

Investors who opt to assume a lower level of liquidity have the chance to profit significantly from their investments in private marketplaces.

Private markets often offer the potential for higher returns because they involve longer investment horizons, allowing capital to grow over extended periods. Although risks could increase, the upside is that private markets provide a far wider range of investment opportunities than public markets, where available options have been steadily declining while private market options continue to expand.

Emerging and newer companies also find greater access to private markets, where they have potential opportunities for substantial growth and profit potential, unlike the public market, which is typically populated by larger, well-established businesses.

Diversification Beyond Public Markets

We believe in customizing your portfolio to reflect what matters most to you. Private markets offer access to asset classes such as private equity, real estate, and venture capital—options not typically found in public markets. These investments may potentially help reduce your exposure to public market volatility, contributing to a more balanced portfolio. Private markets also provide opportunities for niche investments in emerging technologies and innovative companies, giving you access to exclusive opportunities that align with your personal and financial goals.

Higher Potential Returns and Inflation Protection

By investing in private companies early in their growth, we may potentially be able to help you tap into significant return opportunities. In addition to higher potential returns, certain private assets, such as real estate and infrastructure, offer inflation protection by generating income and appreciating over time. We integrate these investments into your strategy to aim to reserve your purchasing power and lower risks associated with unstable markets.

Tax Advantages and the Illiquidity Premium

Investing in private markets often provides valuable tax advantages, such as deferred capital gains and real estate tax benefits. Our team of experienced professionals is dedicated to structuring your wealth for maximum efficiency, helping to minimize the tax burden on your gains.
While private market investments may offer less liquidity, they may reward patient investors with higher returns—known as the “illiquidity premium.” At QTR, we want to help ensure your portfolio is optimized to maximize returns on your unique timeline.

Customizable Strategies

You are not just a client; you are part of what we built together; our community. That’s why we offer fully customizable strategies to match your values, whether you’re interested in impact investing, ESG, or unique asset classes. We ensure every investment aligns with what matters most to you.

We understand that wealth is more than just numbers—it’s about creating a legacy. As a private wealth client, you have the opportunity to choose your level of involvement in portfolio management, including strategic decision-making related to your investments.

Potential Risks of Investing in Private Markets

Like any form of investment, private market investing has its limitations. Among other risks, there’s a chance of losing the entire investment if the business model doesn’t succeed. Be sure to take the time to understand the limitations and assess whether this investment strategy aligns with your financial goals and risk tolerance.

The Bottom Line: A Strategy That Could Expand Your Financial Opportunity

Private markets offer a wide range of advantages for our private wealth clients, including diversification, higher potential returns, and access to investment opportunities that may be too small or niche for larger warehouse institutions.

At QTR Family Wealth, we are dedicated to helping you maximize financial success and enhance your portfolio performance through complementary investment opportunities alongside traditional public markets. Contact us to learn more about how QTR can help you tap into the financial opportunities available to you.