Why High-Net-Worth Families Don’t Follow Traditional Investment Advice

Are traditional investment strategies enough to secure a future?

Join Brent Mekosh as he sits down with Eric Knauss, Chief Investment Officer at Proteus, a seasoned advisor with over 40 years of experience in major firms like Merrill Lynch and T. Rowe Price. They delve into the nuances of private equity, real estate, and hedge funds, emphasizing their potential to enhance and stabilize financial portfolios.

Eric discusses:

  • The benefits of private investment exposure [00:10:20]
  • Understanding the family wealth preservation [00:11:52]
  • Innovations in private market accessibility [00:21:34]
  • Proteus’ role in democratizing investments [00:30:52]
  • And more

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