Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.
Conversations about values and wishes for their estate are as important as the planning itself.
Trade and internal tensions are likely to play key roles in 2025, as potential tariffs and political disruptions cloud the picture.
