In this article, Chris Vizzi explains why redemption queues, software exposure, and negative headlines reflect liquidity mechanics and sentiment more than broad solvency issues.
Most investors wait for markets to “feel safe” before putting money to work—and that’s exactly when opportunity has passed. Discover why uncertainty isn’t a threat to your wealth, but the price of long-term returns.
Chris Vizzi, CFP®, Co-Founding Partner at South Coast Investment Advisors, explores how 1031 exchanges are evolving from simple tax deferral tools into sophisticated vehicles for generational wealth. Vizzi explains why adopting institutional-level discipline and scrutiny is essential for affluent families seeking to preserve income, reduce risk, and build a lasting legacy through DSTs and 721 UpREITs.
Chris Vizzi, CFP®, Co-Founding Partner at South Coast Investment Advisors, explains why today’s affluent clients demand more than traditional portfolios. He reveals how mastering alternative investments and strategies like Qualified Opportunity Zone Funds is essential for advisors who want to help high-net-worth clients build lasting wealth, achieve tax efficiency, and create a legacy.
Chris Vizzi, Co-Founder & Partner of South Coast Investment Advisors, LLC, shares how 2025 estate tax changes—$13.99M per person—offer more than tax savings. Learn how to pass on purpose, values, and vision to unite generations and give wealth lasting meaning
