GUIDE
2026 Outlook on Private Market Opportunities
PRIVATE MARKETS
As private markets become central to portfolio construction, understanding their role matters more than ever. A 2026 outlook across major private asset classes.
As private markets become central to portfolio construction, understanding their role matters more than ever. A 2026 outlook across major private asset classes.
In private markets, the same fund can look excellent or ordinary depending on which number leads, because IRR, TWR, and the multiples each measure something different. This guide walks advisors through what IRR, TWR, MOIC, TVPI, DPI, and PME actually capture, where each one misleads, and which lens fits which asset class.
Citizen Mint has been added to the Kitces AdvisorTech Map, the industry’s definitive guide to the technology advisors rely on to serve their clients. This piece explores what inclusion means for our platform and why private markets technology is becoming a core part of the RIA tech stack.
AI has driven major public market gains, but the next phase of the opportunity may depend on power, data centers, storage, interconnection, and private companies building the AI economy. This piece explores how advisors can think about private market exposure to the infrastructure layer behind AI.
Welcome Curtis Yasutake to Citizen Mint as our new Director of Investments and learn how his background in private markets, investment research, and institutional asset management will help strengthen our investment process and support the continued growth of our platform.
Understand how sophisticated investors structure wealth across entities, lending relationships, and tax frameworks to unlock liquidity, protect assets, and compound capital across generations.
Understand why private markets adoption often stalls at operations and how advisors can streamline workflows, improve oversight, and scale implementation across their portfolios.
Hear about Austin Peterson’s background, the evolution of Backbone Planning Partners, and why wealth management for business owners increasingly combines thoughtful exit planning, diversification beyond the business, and tax-aware portfolio strategies to help entrepreneurs build lasting financial independence.
Hear about Stephen Lewis’ background, the evolution of Future First Finance, and why modern wealth management increasingly combines climate-focused investing, disciplined portfolio construction, and long-term financial planning to help clients build resilient portfolios aligned with the opportunities of the future.
Hear about Christina Kramlich’s background, the evolution of Cantata Wealth, and why modern wealth management combines thoughtful financial planning, disciplined investment management, and multigenerational strategies to help families preserve, grow, and transfer wealth with confidence.
Hear about Jacob Tally’s background, the evolution of Prospero Wealth, and why modern wealth management for tech professionals combines specialized financial planning, tax-aware investment strategies, and diversified portfolio construction to help clients build long-term wealth beyond equity compensation.
Hear about Louis’ background, the evolution of Prestiq Wealth, and why modern wealth management increasingly combines institutional-quality investment management, personalized financial planning, and diversified portfolio strategies designed to help clients achieve long-term financial success.
Hear about Rubin’s background, the evolution of Peltoma Capital Partners, and why modern wealth management combines disciplined planning, personalized advice, and portfolio strategies designed to help clients build resilient, diversified wealth over the long term.
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