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The table shows a shift in favor of Alternative Investments as pensioners move to being high-net-worth and to Ultra-high-net-worth investors (UHNWIs).
UHNWIs, often face complex challenges when managing substantial wealth.
With portfolios that typically span multiple asset classes, they require a strategic approach to high-net-worth wealth management—one that accounts for diversification, market fluctuations, and long-term planning.
Managing risk while aiming for growth involves more than traditional investing; it often includes integrating estate planning, tax strategies, and liquidity considerations within a broader private investment management framework.
Asset allocation at this level usually includes a blend of equities, fixed income, real estate, and alternative investments.
By distributing capital across these asset types, UHNWIs can reduce concentrated exposure and better align their portfolios with their goals.
Effective wealth advisory services help ensure that asset distribution remains flexible and adaptive, supporting both near-term needs and multigenerational objectives.
Buying an existing business can be a good way to grow wealth. Wether you are planning to actively manage it or passively invest in it and keep the existing management team maintaining its inertia, is a strategic decision that can be studied in more details.
Our business partner flywheeel model allows business owners and buyers a step by step practical guide to buy, grow, exit and repeat without having to go through the hassle of startups.
Capitalize on the Greatest Wealth Transfer in History
Invest in Proven American Businesses
Over $10 trillion in well-established, cash-flowing businesses are expected to change hands as Baby Boomer owners retire — many without a succession plan.
At Esconomy, we acquire and optimize these undervalued businesses, creating stable income opportunities for investors.
✅ Monthly distributions
✅ Preferred returns of 12–14%
✅ Equity upside potential
Don’t miss your seat at the table.
Private equity and venture capital for higher returns and diversification
Unlike traditional advisers we get involved in your legacy planning, your generational wealth management strategies and execution.
The majority of those who own generational wealth own or have owned businesses.
We are here to support you buy an existing business, grow it organically and help raise capital to grow through mergers and acquisitions.
BizBuySell is the largest online marketplace for businesses for sale, featuring over 65,000 listings annually. It connects buyers and sellers, facilitating over 100,000 successful sales. The platform offers a wide range of businesses, including franchises, established companies, and real estate, making it a comprehensive resource for anyone looking to buy or sell a business. You can explore various listings and opportunities on their website BizBuySell for more details.
Sunbelt was founded by Ed Pendarvis in Charleston, South Carolina in 1978. Ed developed a highly successful business brokerage operation and began licensing business brokerage offices under the Sunbelt marks during the mid-1990s. Sunbelt has enjoyed tremendous success as a franchise system and has expanded to become the world’s largest business brokerage operation.
Founded in 1979 in South Florida by Don and Bonnie Parrish. And it quickly grew into one of the largest business brokerage firms in the United States. CEO Andrew Cagnetta envisioned more growth, it wasn’t long before United Franchise Group CEO Ray Titus and Cagnetta teamed up to offer Transworld Business Advisors as a franchise. Transworld has grown into more than 250 locations around the world and has helped more than 15,000 business owners sell their businesses.
Founded in 1993 as Woodbridge International, the company built a reputation for innovation and results in sell-side M&A. In 2024, they joined Mariner, a national wealth advisory firm, combining their deep M&A expertise with Mariner’s comprehensive financial services. With offices in New Haven, Connecticut, and Cape Town, South Africa, they continue to provide global reach and local service.
Murphy Business & Financial Corporation LLC was founded in 1994 by Roger J. Murphy, a pioneer of the business brokerage industry. Starting with a single business brokerage firm in Clearwater, FL, Murphy Business quickly expanded into a nationwide network of professional business brokers. With Roger’s vision, Murphy Business became one of the largest and most successful business brokerage firms in North America.
Our team has been working on digital business transactions since the earliest days of the Internet. Our story begins in 1998, when our Founders and team members began honing our skills in M&A, and built, purchased, and sold a lengthy number of Technology & Internet companies. The operational and transactional experience we have today has made us the most tech-focused business brokerage anywhere. We are now fully recognized as a Global Franchise.
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Due to the sensitivity and the nature of these professional services, no specific mentions of companies or individuals are made to protect the beneficiaries from legal infringements. Content is designed to avoid plagiarism and the need for citations. No content is copied in its "as-is" format to eradicate any potential copyright infringements globally through international laws and in all international jurisdictions. Disclaimer: Licensed with Series 6 & 63. I do not provide individualized investment advice or fiduciary portfolio management. Alternative investments and lending products discussed may be illiquid, carry risk, and are not suitable for all investors.
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This website uses cookies. By continuing to use this site, you accept our use of cookies and this disclaimer:
Due to the sensitivity and the nature of this professional service, no specific mentions of companies or individuals are made to protect the beneficiaries from legal infringements.
Content is designed to avoid plagiarism and the need for citations. No content is copied in its "as-is" format to eradicate any potential copyright infringements globally through international laws and in all national jurisdictions.