Welcome to a New World Of Customized Derivatives

Substantial assets are thought to confer great financial freedom. In theory, a large portfolio allows owners to respond quickly to market dynamics and beneficiaries' needs. But large asset pools often include private entities, real estate, commodities and infrequently traded securities holdings that resist immediate exchange. Even when assets can be readily traded, issues of market access, position

Substantial assets are thought to confer great financial freedom. In theory, a large portfolio allows owners to respond quickly to market dynamics and beneficiaries' needs.

But large asset pools often include private entities, real estate, commodities and infrequently traded securities — holdings that resist immediate exchange. Even when assets can be readily traded, issues of market access, position size, timing and pricing often militate against moving within the desired time frame.

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