Bridging Public & Private Markets: How Palatino Wealth Personalizes Financial Planning with Taurion

60% faster planning. Smarter portfolios. Greater client confidence. See how Palatino Wealth blends public and private market strategies to create truly customized plans. In this case study, learn how their advisors used Taurion’s AI-powered matching, scenario modeling, and compliance tools to uncover gaps, optimize allocations, and deliver a plan built for diversification, efficiency, and results.

Client Profile:

• Name: Sarah K., 42, Tech Executive in Seattle

• Household Income: Upper-income professional household

• Assets: Balanced across taxable accounts, retirement accounts, and employer stock plans

• Goals: Early retirement at 55, fund two children’s college education, diversify beyond public equities

Advisor Challenge:

Sarah's financial planner sought to:

• Construct a diversified portfolio across public equities, fixed income, and private markets

• Identify alternative investments that would complement existing holdings while aligning with liquidity and risk tolerance

• Model the trade-offs of integrating alternatives with public ETFs and mutual funds

• Ensure planning decisions remained audit-compliant and easy to revisit over time

What Made Palatino Different:

Unlike many advisors who focus primarily on public markets or treat alternatives as a niche allocation, Palatino Wealth seamlessly integrates both into a unified plan. They combined institutional-level research with personalized, boutique-style service—bridging deep analytical rigor with client-specific customization. This meant Sarah’s plan was not just diversified on paper, but strategically aligned to her life goals, risk profile, and liquidity needs, with a clear narrative she could understand and trust.

Advisor Analysis & Personalization:

1. Fact-Finding: Collected detailed information on Sarah’s current asset allocation, cash flow, tax exposure, and long-term life goals.

2. Risk Mapping: Aligned her risk tolerance with projected life events, factoring in retirement and education funding timelines.

3. Simulation Modeling: Ran Monte Carlo simulations to assess retirement readiness and funding adequacy for both children’s college expenses.

4. Gap Identification: Analyzed her existing portfolio to identify underrepresented asset classes and diversification opportunities.

5. Plan Design: Crafted a personalized investment strategy incorporating select alternatives to reduce volatility, enhance diversification, and improve the probability of meeting her financial goals without sacrificing liquidity.

How Taurion Helped:

• Holistic Suitability Matching: Taurion's AI analyzed Sarah's financial plan and paired it with a curated set of private funds that fit her profile, goals, and time horizon, complementing existing public holdings.

• Custom Tear Sheets & Planning Narratives: Each matched fund included tailored explanations of how it added diversification, tax efficiency, or income stability to Sarah's broader portfolio.

• Scenario Modeling: Integrated Taurion's outputs into the financial plan, showing how various combinations of alts and public market allocations affected college funding goals, retirement readiness, and downside protection.

• Due Diligence and Compliance: Enabled the advisor to document fund rationale and suitability alongside traditional fund selections in a single audit-ready view.

• Ongoing Monitoring & Updates: When Sarah's income changed and her retirement timeline adjusted, Taurion dynamically recalibrated suitability recommendations in sync with her financial plan.

Results:

• Sarah allocated selectively across two private real estate and credit strategies while maintaining a core ETF-based portfolio.

• Advisor provided a comprehensive plan that balanced liquidity, tax, and growth needs.

• Time spent researching, modeling, and documenting alternatives reduced by over 60%.

• Sarah reported increased confidence in her plan, appreciating the clarity of "how alts fit in."

Key Features Used:

• Cross-asset suitability matching (alts + public)

• Financial planning integration and scenario tools

• Advisor-branded tear sheets with portfolio narratives

• Automated compliance and documentation logs

Taurion bridged the gap between traditional planning and private markets. It let me model and recommend alternatives with the same ease and rigor as public funds. - Chris F., Financial Planner, Seattle

Curious how we did it? Book a free meeting here.