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Robert Frank

In PWD coverage since August 15, 2026 · 1 story
PWD coverage
The Close

Family Offices Trim Private Equity, But Taxes Keep It Sticky

Goldman's survey shows the biggest allocation shifts—equities up, private equity down—reflect tax-aware holding and an AI bet that runs through public markets.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.