How should investors think about private market commitments amid persistent inflation, policy uncertainty and a “higher for longer” interest rate environment?

In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner, and Matt Farrell, deputy CIO of WE Family Offices, discuss what long-term investors should keep in mind as private markets continue to shift in 2025.

Key takeaways include:

Staying on Plan – Why annual commitments, vintage year diversification and asset class balance are essential regardless of macro shifts.
Adapting Strategy – How today's themes—elevated rates, sticky inflation and regulatory shifts—impact deal activity and return expectations.
Asset Class Outlook – A closer look at where opportunity exists in private equity, venture capital, private credit and real assets.
Secondaries & Continuation Vehicles – How these shifting structures may help address portfolio liquidity and manage exposure to risk.

For more information on how private market investors can stay selective while remaining strategic, listen to the full episode now.

Important Information:

The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security, and should not be relied upon as investment, legal or tax advice. Please consult with your investment, legal and tax advisors regarding any implications of the information presented in this presentation.

Private Market Perspectives: Staying Strategic in a Shifting Environment

The Wealth Enterprise Briefing