The AltFunds Global

How to Monetize Heritage Funds


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Heritage Funds: Turning History Into Cash Flow
Most people hear “heritage fund” and picture a dusty old bond that belongs in a museum. But the truth? These assets can still be unlocked, traded, and turned into serious financial value—if you know how.


In this episode, we break down:

  • What heritage funds actually are (and the history behind them)

  • Why some pay out steady coupons instead of lump sums

  • The three main strategies for unlocking value:
    • Cross-border deals with dynasty families
    • Selling to major Chinese insurance firms
    • “Trading up” through swaps until you reach redeemable cash

  • Taimour Zaman’s advice on putting those proceeds back into income-generating assets


Handled wisely, heritage funds aren’t just historical curiosities—they can become real, working capital for your future.


Want to dig deeper? Grab our books here 👉 altfundsglobal.com/shop

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The AltFunds GlobalBy Taimour Zaman