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In this episode, Libby sits down with Summer Webb from American Estate & Trust to unpack what alternatives actually are, why more advisors are exploring them, and how firms can offer these types of investments in a more streamlined and compliant way. Whether you're completely new to alternatives or already managing some private investments for clients, this conversation helps demystify the process and explores what it can look like to bring more sophisticated solutions into your practice without losing efficiency.
In this episode, you will learn:
- What “alternative investments” actually include — from private equity and real estate to crypto, precious metals, and private credit
- Why more everyday clients (not just ultra-high-net-worth investors) are asking advisors about alternatives
- How advisors can potentially retain more wallet share by staying involved in private investment conversations instead of sending clients elsewhere
- What it looks like operationally and compliantly to offer alternatives through a specialized custodial partner without adding unnecessary complexity to your business
If you’ve ever felt curious about alternatives but assumed they were too complicated, too niche, or only for massive family offices, this episode offers a really interesting behind-the-scenes look at how the landscape is changing. Libby and Summer explore the balance between sophistication and simplicity, and how advisors can continue evolving their businesses while still maintaining the efficiency and client experience they’ve worked so hard to build.
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