THE BEN LIQUIDITY REPORT™
With these three data-driven insights, your wealth management firm or family office can better serve your existing clients and even attract new ones.
The Ben Liquidity Report™
THE BEN LIQUIDITY REPORT™
Get to know the motivations, demographics, and behaviors of the four alternative asset investor profiles found in our 2021 nationwide survey.
THE BEN LIQUIDITY REPORT™
Say goodbye to conventional wisdom. Our survey reveals the surprising reasons why alternatives investors seek early liquidity from their assets.
THE BEN LIQUIDITY REPORT™
Investors who hold between $5 million and $30 million in alternative assets – mid-to-high net worth (MHNW) investors – are a unique segment that, surprisingly, can be underserved by large investing firms. Often, they are viewed as having too many assets to fit most financial firms’ cookie-cutter solutions, but too few assets for the special products that ultra-high net worth individuals and large institutional investors may qualify for.
