Private Markets and the Independent AdvisorA 2026 Field Guide
A practical guide for independent advisory firms adding private-market offerings to their practice: suitability, operations, tax administration, technology, and the client conversation, in one document.
Inside the white paper
Written for principals and operations leads at independent firms. Each chapter ends with a checklist you can apply the same week.
The private-markets moment
Why companies stay private, what the 2025 policy shift changes, and what it means for advisory demand.
The suitability conversation
A framework for deciding who private markets fit, how much, and how to document the reasoning.
Operations without spreadsheets
Commitments, capital calls, distributions, and investor communications, run as a repeatable process.
Tax season on rails
K-1 and 1099 administration: tracking, extensions, vault delivery, and what the 2025 law changed.
The technology decision
Consolidation, vendor diligence questions, and where AI agents genuinely change the work.
See it working
in the platform
Everything in the white paper is running in EbixMeridian today. Request a working demo on scenarios from your own practice.