The anticipated outcome supports the vision for my long-term financial objectives and legacy plans.

Private investments often take years to mature. I understand there may not be an easy way to quickly sell or exchange, even if circumstances change.

Investing privately can connect me with emerging companies and new ideas.

I’m okay not seeing daily values or market updates like I do with public investments.

My money will be invested or returned on a different schedule than traditional public investments typically employ.

While private markets frequently reward informed risk taking and patience with new sources of growth and income potential, investing comes with unique considerations, including operational and liquidity risks.

Private investments may involve higher management fees and I have evaluated with my advisor whether the potential benefits justify these costs.

While select private market investments may enhance tax optimization, they also may create additional tax reporting or require specialized forms and I’m prepared to discuss with my tax advisor.

I’m comfortable providing financial documentation and staying on top of subscription funding and reporting requirements that may come along with private investments.