Enduring Wealth Strategies in a Transforming World: AI, Markets, and Multigenerational Planning
This milestone 50th issue of Independent Thinking® explores key themes shaping global finance, including the economic impact of AI, the resilience of markets amid geopolitical crises, and the growing role of private equity continuation funds.
The publication emphasizes that despite global turmoil, the U.S. economy and markets continue to benefit from robust technological innovation and disciplined long-term investing. It presents timely planning guidance for life events like divorce and retirement, especially as wealth planning becomes more complex in the face of rising longevity, international family dynamics, and the Corporate Transparency Act. Interviews with industry leaders offer insight into evolving investment opportunities, including GP-led secondaries and single-asset continuation vehicles.
Life insurance is also explored as a strategic tool for liquidity, estate equalization, and tax efficiency for high-net-worth families.
Independent thinking®
VOLUME 50
Enduring Wealth Strategies in a Transforming World: AI, Markets, and Multigenerational Planning
The Dual Impact of AI on Growth and Risk – Artificial intelligence is fueling a potential productivity boom that may reshape industries and boost U.S. economic self-sufficiency, though concerns about market overvaluation and social disruption remain.
Geopolitical Crises and Market Resilience – History shows that while markets may initially react negatively to geopolitical shocks, long-term investors typically benefit by staying the course and focusing on fundamentals rather than headlines.
Private Equity’s Evolution: Continuation Funds – GP-led secondary markets and continuation funds allow top-tier managers to retain their best-performing assets while offering investors new opportunities for risk-adjusted returns and liquidity.
Strategic Wealth Planning Through Life Events – From managing divorce settlements and post-divorce portfolios to planning for retirement spending and future goals, tailored strategies and clear financial analysis are critical to long-term success.
