How can you raise capital without cashing out? Combine the specialized resources of J.P. Morgan Private Bank.
Renée*, a successful hedge fund principal in her mid-40s, was respected in her field. She was a talented investor with a significant appetite for risk. Like many of her peers, the majority of her wealth was invested in her fund.
The fund had been the sole focus of her career. That is, until she decided to start a commercial real estate business. But with so much of her wealth tied up in her fund, she didn’t have the working capital to buy and sell real estate, pay contractors or cover the other costs of running the business.
Renée knew she wanted to stay involved and fully invested in her fund, and that she needed access to liquidity to launch her business. But what hadn’t been on her radar was how to protect her personal wealth.
After meeting with Renée, we developed an approach that gave her access to the advice, liquidity and financing she needed, while it helped her protect her investments through diversification. That gave her several advantages, including:
* Names and details have been changed to protect our clients’ identities. Information is not a guarantee of future results.
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