Members who exit successfully usually end up building or hiring a small wealth function. The architecture follows a common pattern.
Core team
A wealth advisor (RIA), a CPA, an estate attorney, and an insurance broker. For larger exits, a single-family-office structure with a dedicated CIO is common above $50 million in liquid wealth.
Asset allocation
Public equities, fixed income, private equity (funds and co-investments), real estate (direct and funds), and a small allocation to opportunistic investments.
Tax planning
Use the year of the exit to fund charitable strategies (DAFs, CRTs), accelerate retirement contributions, and consider grantor-trust structures for next-generation wealth transfer.
Family governance
Annual family meetings, written investment policy statements, and clear philanthropic guidelines prevent friction across generations.
If you are evaluating a transaction in this space and want a candid second look, Solender Capital is happy to compare notes. Reach out through our contact page and share what you are working on.