investing strategies for the high net worth investor maximize returns on taxable portfolios

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Investing Strategies For The High Net Worth Investor Maximize Returns On Taxable Portfolios

Author : Niall Gannon
ISBN : 9780071713283
Genre : Business & Economics
File Size : 69. 24 MB
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A proven model for achieving high returns on taxable investments Investing Strategies for the High Net-Worth Investor showcases an investing approach that helps readers understand the unique challenges and opportunities that wealthy families face when building a diversified portfolio for multiple generations. Renowned private wealth manager Niall J. Gannon offers a framework for investing in tax friendly asset classes. Readers will gain critical insight for building a solid portfolio.

High Net Worth Investing How To Grow Your Wealth Through Practical Asset Allocation

Author : Sam Phoen
ISBN : 9789814751711
Genre : Business & Economics
File Size : 90. 21 MB
Format : PDF, ePub, Mobi
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Financial Planning For High Net Worth Individuals

Author : Richard H. Mayer
ISBN : 1587982323
Genre : Business & Economics
File Size : 56. 32 MB
Format : PDF, ePub
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Twenty expert financial advisers contribute 15 chapters on the art and science of effective wealth management. Coverage includes general principles, major applications--creation of a new insurance company, home security and qualified personal residence trusts, hedge funds, swaps, single stock concentration risk management, the family office--and sp

The Affluent Investor

Author : Phil DeMuth
ISBN : 076416564X
Genre : Business & Economics
File Size : 54. 56 MB
Format : PDF, ePub, Docs
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Explains the primary asset protection and tax minimization strategies that work best for affluent investors, and looks at how to recognize market anomalies and tailor investmests to match personal circumstances.

The Art Of Protecting Ultra High Net Worth Portolios And Estates

Author : Haitham "Hutch" E. Ashoo
ISBN : 1599326558
Genre : Business & Economics
File Size : 84. 32 MB
Format : PDF, Mobi
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In this book, wealth management experts Haitham "Hutch" E. Ashoo and Christopher G. Snyder use their combined experience to offer valuable investment and family wealth protection strategies. Chapter by chapter, you will learn how you can better protect your family's wealth. You will discover any gaps in your knowledge--and you'll be able to bridge those gaps with specific information that will lead to practical action. Mr. Ashoo and Mr. Snyder wrote this book to help you and other ultra-high net worth families, through prudent planning and investing, to mitigate financial disasters that leave so many others in ruin. They have sound, innovative ideas to share and insights that will help you manage not only the financial side of your affairs better but also the nonfinancial issues and challenges many families like yours face. When you integrate wealth management with life planning, merging soft life issues with complex financial strategies, your human and financial capital will both flourish.

The Smart Financial Advisor

Author : Bill Martin CFA
ISBN : 9780857195845
Genre : Business & Economics
File Size : 30. 69 MB
Format : PDF, ePub
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Advising Ultra Affluent Clients And Family Offices

Author : Michael M. Pompian
ISBN : 0470483504
Genre : Business & Economics
File Size : 83. 71 MB
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A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with "soft" issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Michael Pompian provides a practical introduction to who the ultra-affluent actually are and reveals what it takes to build and maintain a solid relationship with them. Filled with in-depth insights and expert advice, this unique resource offers valuable information on issues that every advisor to the ultra-affluent must be familiar with.


Author : Hildy Richelson
ISBN : 9781118106549
Genre : Business & Economics
File Size : 43. 59 MB
Format : PDF, Docs
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Updated edition of the established classic on investing in bonds In Bonds: The Unbeaten Path to Secure Investment Growth, Second Edition, the fully revised and updated edition of the classic guide to demystifying the bonds market, veteran investor husband and wife team Hildy and Stan Richelson expose the myth of stocks' superior investment returns and propose an all-bond portfolio as a sure-footed strategy that will ensure positive returns. Designed to educate novice and sophisticated investors alike, as well as to serve as a tool for financial advisers, the book explains why and when bonds can be the right choice. Case studies, detailed bond strategies, and a financial planning overview bring home the value of bonds in achieving financial goals. Presenting a broad spectrum of bond-investment options, and describing how to purchase bonds at the best prices, the book shows how to make real money by investing in bonds. The strategies presented here are designed to help the reader determine how to use bonds to take control of their own financial destiny. New edition includes information on corporate bonds, emerging market bonds, municipal bonds, the new global ratings, and how to protect against municipal defaults Looks at how bond portfolios protected against market volatility in the 2007-2008 crash and how they can do the same in the future Includes information on how the bond market has changed The wealthiest investors and financial advisers use the bond strategies outlined in this book to maximize the return on their portfolios while providing security of principal With more bond options available than ever before, Bonds continues to be a must-have for anyone looking to understand the investment opportunities available to them.

Active Investing Wealth Management For High Net Worth Individuals

Author : Dr. Gary J. Harloff, PhD
ISBN : 9781450003780
Genre : Business & Economics
File Size : 45. 65 MB
Format : PDF, Kindle
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This educational book provides much of the information needed for an individual to play a more effective management role in his or her own active investing wealth management process. The book is a primer of the investing portion of the wealth management process. The overall wealth management process is comprehensive and not a product that can be bought or sold. Wealth management concepts and examples of high net worth individuals, family offices, endowments, and pension plans are presented and discussed. The wealth manager and active investment manager should be separate people with the latter owning the investment results. Active investing strategies are shown to add value over common investing wealth management practice. Foundational academic investment literature are reviewed and analyzed to provide an understanding of the premises employed by the investing community. Read this book to learn: • how to evaluate your manager’s investment expertise by being better informed • whether to keep your financial manager because of their investment skill or attention to your family • how to evaluate proposals from several financial managers

The Intelligent Portfolio

Author : Christopher L. Jones
ISBN : 9780470228043
Genre : Business & Economics
File Size : 75. 31 MB
Format : PDF, ePub, Docs
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Draws on the insights and experience of Financial Engines, an independent investment advisor, as well as on state-of-the-art simulations and optimization methods to explain how to apply modern financial economics to the personal investment decision-making process and to demonstrate the key factors affecting investment success.

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