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Posts Tagged ‘Bank Of America’

Asset Allocation- Liquid- 75%, Illiquid- 25%. Here’s why.

Why does Lakeside Virtual Family Office, LLC recommend 75 percent of client assets be allocated to liquid investments, and 25 percent to illiquid investments? At least three reasons. One, most Family Office’s (FOs) focus on illiquid assets by necessity. For instance, let’s consider that the family net worth is tied up in a private business. If the business is unusually successful, it could beat the expected long-term average rate of […]

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