Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Private Equity Secondaries for Liquidity
Episode 87 of The High Net Worth Podcast explores the private equity secondary market — a tool ultra-wealthy families use to access liquidity without waiting for a fund to fully exit. Lucas and Luna break down how secondary transactions work, why the market has grown to over $140 billion annually, and how families use them to rebalance portfolios, raise cash for opportunities, or exit underperforming funds. They examine a real case: a family office that sold a 2019-vintage buyout fund stake to generate $50 million for a direct real estate play. The hosts also discuss pricing dynamics, the…
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