Savant Wealth Management
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Getting in Is the Easy Part

Private Markets Access for Ultra-High-Net-Worth Families

One commitment. 10 years. 

Private markets do not work like the rest of your portfolio. Capital gets called over several years, distributions arrive on someone else’s schedule, and there is no ticker to check on a Tuesday afternoon. You are making a decision you will likely live with for a decade or longer. 

Savant treats access to private markets as the beginning of the work, not the end of it. We help your ultra-high-net-worth family decide how much of the balance sheet belongs in private companies, real estate, and private credit. Savant also selects managers through independent research and seeks to pace commitments with the goal of coordinating capital calls and distributions over time. We hold no proprietary funds, so nothing we recommend is inventory we need to place. 

We help provide that work in four parts:

private access stock market

Allocation Design.

How much of your family’s capital belongs in private markets, based on your liquidity needs, your time horizon, and the rest of your holdings.

Manager Diligence.

Independent research and selection, with the reasoning behind every recommendation shared openly.

Commitment Pacing.

A multiyear schedule that spreads capital calls, staggers vintage years, and avoids concentrating your family in a single market environment.

Ongoing Oversight.

Monitoring, consolidated reporting, and periodic recalibration as your commitments mature and your family’s circumstances change.

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Patient Capital Deserves a Patient Process

Families managing wealth across generations can potentially hold an advantage most investors do not. You are not forced to sell on a schedule. That may allow your family to absorb illiquidity deliberately rather than avoid it and may provide access to parts of the market that shorter-horizon investors may not reach. 

The opportunity set has also moved. Companies stay private longer than they once did, and many never list. A portfolio built entirely from public markets simply sees less of the economy than it did a generation ago. 

None of that makes private markets access automatically right for your family. The gap between strong and weak managers is far wider here than in public markets, capital is committed before it is called, and you cannot change your mind in year four. We say so plainly, and we walk families through what a program asks of them before they commit to one 

Our independence matters most in this part of the portfolio. Savant is a fee-only fiduciary serving ultra-affluent families. When we recommend a fund, the recommendation is based on our research and assessment of its fit for your family. 

Let’s talk about whether private market access fits your family.

Tell us how your balance sheet is structured and what your family needs from it, and we will walk you through our approach for a private markets access program. 

Schedule Your No-Obligation Introductory Call.

Schedule a Call

Frequently Asked Questions About Savant’s Private Markets Access for Ultra-High-Net-Worth Families

How much of our portfolio belongs in private markets?

It depends on what your family needs from the rest of the balance sheet. We start with your liquidity requirements, spending, outstanding commitments and time horizon, then size the allocation around them. 

How does commitment pacing actually work?

Rather than committing a large sum at once, we build a schedule that spreads commitments across several years and several vintage years. That approach is designed to spread capital calls, reduce concentration in a single market environment, and may allow distributions from earlier funds to help meet calls from later ones. 

How do you select managers?

We evaluate the team, the strategy, the track record and the terms, and we look closely at whether a manager’s edge is repeatable. We share the reasoning behind each recommendation, including what concerns us. 

What if we need liquidity sooner than expected?

We help plan for that before you commit. Your private markets access program should never depend on selling assets your family cannot easily sell. We size commitments so the rest of the balance sheet can help cover your needs, and we build the pacing schedule with real spending assumptions rather than optimistic ones. 

Do you receive any compensation from the funds you recommend?

No. We sponsor no proprietary funds and accept no placement fees, commissions, or revenue sharing from managers. Our compensation comes from our clients. 

How do these investments show up in our reporting?

Private holdings, capital calls, distributions, and remaining commitments appear in your consolidated reporting so your family can see the whole balance sheet in one place rather than tracking fund statements separately. 

What types of private market investments does Savant provide access to?

Private equity, venture capital, private credit, real estate, and infrastructure, depending on what fits your family’s allocation. We evaluate potential opportunities across each category with the same independent process, and we recommend a category only when it earns a place in your program. 

Why do family offices approach private markets differently?

Family offices and ultra-high-net-worth families often aren’t forced to sell on a set schedule the way an institution managing near-term liabilities might be. That patience can be an advantage in private markets, where illiquidity is the price of admission, and it’s why we help build private markets access programs around your family’s time horizon rather than a standard model portfolio. 

Important Disclosures: Private market investments involve significant risks and limitations, including illiquidity, long holding periods, uncertain valuations, capital call obligations, limited transferability, manager selection risk, and the possible loss of principal. There can be no assurance that any investment or investment strategy will be profitable or prove successful. This information is for general informational purposes only and is not personalized investment advice. 

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