Partner and Senior Investment Officer at Eton Advisors, John Wallace, CFA, was recently featured in Crain Currency for his insights on how multi-generational families can use private investments to manage long-term inflation.
In the article, “Why private investments matter for families planning beyond inflation,” John explains that for many families, the priority is not simply outperforming a short-term benchmark, but ensuring a portfolio can fund specific family goals (lifestyle spending, philanthropy, and intergenerational transfers) on an after-tax and after-inflation basis.
Wallace highlights that effective inflation resilience is an outcome of integrated wealth planning rather than asset allocation alone. He emphasizes the importance of focusing on real growth, pricing power, and tax efficiency to help families address inflation as a permanent feature of the economic landscape.
You can read the full Crain Currency article here.
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