Alternative Investments for Sophisticated Portfolios

Many high-net-worth families seek investment opportunities beyond traditional markets. Private equity, private credit, real assets, and other alternatives may provide diversification and differentiated sources of return.

At Scholar Advising, we help clients evaluate whether these opportunities fit within their broader financial plan, and help assess the risks and allocation of specific investments within their portfolio. For some families, alternatives may enhance growth potential or hedge portfolio risk. For others, liquidity, tax, or legacy considerations may make them less suitable.

The key is thoughtful integration, not product placement.

Access with Independence

As an independent fiduciary firm, we do not receive commissions or placement fees. If a client decides that private investments align with their goals, we can facilitate introductions to organizations that provide access to those opportunities.

Our role is to provide advice on structuring deal amounts, ensuring portfolio balance, and coordinating the tax and estate planning implications while reducing conflict in our advice.

A Broader Perspective

Our clients value having a team that can evaluate both public and private market options with the same rigor and objectivity. Whether you are exploring private funds, direct investments, or co-investment opportunities, we focus on aligning each decision with your family’s long-term goals, liquidity needs, and
generational wealth plan.