Whitepapers & Research

The Agentic AI in Private Marketswhitepaper explains how private-market investing has grown much faster than the tools advisors and fund managers use to support clients. Today, advisors spend hours digging through PDFs, comparing funds manually, documenting suitability by hand, and trying to communicate complex decisions to clients — while fund managers struggle to get discovered and spend heavily on outreach that rarely converts. The paper shows how a new generation of intelligent systems can remove this friction by helping advisors quickly find the right funds for each client, cut research time from days to hours, automate documentation, and give fund managers a clearer path to engaged, well-matched advisors. It’s a practical look at how better structure, better matching, and better guidance can make private markets easier to navigate for everyone involved.

The Palatino Blueprint™ whitepaper gives families and professionals a clear, organized way to understand the parts of their financial life that matter most but are often overlooked. It explains how income protection, liquidity, tax basics, investing, and legacy decisions all fit together—and how small gaps in any one area can create stress later on. Through straightforward examples and practical steps, the whitepaper helps you see where you’re strong, where things may need attention, and how to build a financial structure that supports your goals with more confidence and less overwhelm.

The Palatino Blueprint™ for Business whitepaper helps business owners understand the protections and structures that keep a company steady when life or the economy shifts. It explains, in plain language, how income dependence, key-person risk, insurance gaps, cash-flow weaknesses, and missing continuity plans can quietly put a business—and the family behind it—at risk. Through simple examples and practical checklists, the whitepaper shows how to strengthen your business foundation so it can handle surprises, support your long-term goals, and give you more confidence heading into the years ahead.