Exploring private investments for wealthy families.
At Innovia Wealth, we offer our qualifying clients to evaluate opportunities in private markets, including select private equity investments.
Many wealthy families want to diversify beyond traditional stocks and bonds.
Yet many investors aren’t aware of private investment opportunities or how they may fit within an overall wealth strategy:
Traditional advice often focuses primarily on public markets.
Private investments may offer different risk/return profiles, but they also carry unique risks and considerations.
These opportunities are typically available only to investors who meet certain financial qualifications.
Because of this, some families may not fully explore alternatives that could align with their goals.
This is the work we do for our clients.
For decades, private equity and other alternative investments have been part of the wealth strategies used by some of America’s most affluent families.
At Innovia Wealth, we help qualifying investors evaluate and access private equity opportunities as part of a diversified wealth plan.
Our role is to identify, diligence, and structure deals alongside trusted partners so that clients can consider opportunities that may not be available through traditional channels.
Private investments are not right for everyone.
They are generally illiquid, involve higher risk, and require long investment horizons. For the right investors, however, they may complement a broader portfolio.
I’m Mark Ghafari, Financial Advisor and Partner. My team and I at Innovia Wealth work with high-net-worth families to identify and structure private market opportunities tailored to client goals and risk tolerance.
Mark Ghafari, Financial Advisor and Partner at Innovia Wealth
Schedule an introductory call to see whether private investments may be appropriate for your situation.
All it takes is 45 minutes to begin exploring options. No commitment required.
Make the most of your wealth.
Private investments involve a high degree of risk, are speculative, and are not suitable for all investors. They are typically available only to accredited investors or qualified purchasers. Investors should be prepared to bear the risks associated with illiquidity, potential loss of capital, and long time horizons. Past performance is not indicative of future results. Innovia Wealth does not guarantee access to or performance of any investment. Clients should carefully review all offering documents and consult with their tax and legal advisors before investing. Advisory services are offered by Innovia Wealth, an SEC-registered investment adviser. SEC registration does not imply a certain level of skill or training.