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CAPE MAY WEALTH WEEKLY

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Return of the Wealth Tax

Oct 28, 2025

Return of the Wealth Tax

Real concern, or a ‘paper tiger’?

The Case for Funds of Funds

Oct 21, 2025

The Case for Funds of Funds

Why simplification, diversification, and performance might justify higher fees

Dealing with Concentration Risks

Oct 14, 2025

Dealing with Concentration Risks

Unwanted Consequences of the "Magnificent Seven" Rally

The Private Equity Liquidity Crisis

Oct 7, 2025

The Private Equity Liquidity Crisis

How GPs try to solve it - but do you really need to be worried?

The Reality of Family Office Fundraising

Sep 30, 2025

The Reality of Family Office Fundraising

A misunderstood source of capital

What (New) Family Offices Get Wrong

Sep 23, 2025

What (New) Family Offices Get Wrong

Five common mistakes to avoid

Private Real Estate for Affluent Investors

Sep 16, 2025

Private Real Estate for Affluent Investors

Best practices on the right price, capital structure, and more

Becoming A Family Officer

Sep 9, 2025

Becoming A Family Officer

Pathways to an unusual career

Who Needs A Financial Advisor?

Sep 2, 2025

Who Needs A Financial Advisor?

Can (affluent) investors make do without professional support?

What Investors Get Wrong About Semi-Liquid Private Equity

Aug 26, 2025

What Investors Get Wrong About Semi-Liquid Private Equity

Tools work best when used as intended

The Rise of Permanent Capital (Part 3)

Aug 19, 2025

The Rise of Permanent Capital (Part 3)

A Quantitative Analysis of Evergreen Vehicles and Closed-End Funds

The Rise of Permanent Capital (Part 2)

Aug 12, 2025

The Rise of Permanent Capital (Part 2)

Evergreen Vehicles: The (continued) next big trend in alternatives?

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CAPE MAY WEALTH WEEKLY

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