Effective wealth management for multi-family offices requires more than just performance; it demands a sophisticated approach to liquidity. At SALytic Invest AG, our research indicates that the traditional 60/40 portfolio is no longer a sufficient hedge against modern market cycles.
Through the mx merchant analytical framework, we simulate various liquidity stress scenarios—such as a sudden need for business acquisition capital or estate tax settlements. By maintaining a core tier of high-alpha, liquid securities alongside long-horizon private equity co-investments, we secure our clients' futures without sacrificing immediate flexibility.
"Independent asset management is not about predicting the next crisis, but about building an investment structure that renders the crisis irrelevant to your lifestyle goals."