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

Author: Niall Gannon
Publisher: McGraw Hill Professional
ISBN: 007171328X
Size: 75.37 MB
Format: PDF, Mobi
View: 189
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.

Financial Planning For High Net Worth Individuals

Author: Richard H. Mayer
Publisher: Beard Books
ISBN: 9781587982323
Size: 62.49 MB
Format: PDF, Mobi
View: 2373
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 Art Of Protecting Ultra High Net Worth Portolios And Estates

Author: Haitham "Hutch" E. Ashoo
Publisher: Advantage Media Group
ISBN: 9781599326559
Size: 33.49 MB
Format: PDF, Kindle
View: 1091
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 Affluent Investor

Author: Phil DeMuth
Publisher: Barrons Educational Series Incorporated
ISBN: 9780764165641
Size: 10.94 MB
Format: PDF, ePub
View: 7436
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.

Advising Ultra Affluent Clients And Family Offices

Author: Michael M. Pompian
Publisher: John Wiley and Sons
ISBN: 9780470483503
Size: 45.29 MB
Format: PDF, ePub
View: 2005
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
Publisher: John Wiley & Sons
ISBN: 1118004469
Size: 36.78 MB
Format: PDF, Docs
View: 278
"In Bonds, Second Edition: The Unbeaten Path to Secure Investment Growth, two veteran investors expose the myth of stocks' superior investment returns and propose an all-bond portfolio as a sure-footed strategy that can ensure results. The enhanced new edition of Bonds includes information on corporate bonds, municipal bonds, the new global ratings, and how to protect against municipal defaults. It looks at how a bond portfolio protected against market volatility in the 2007-2008 crash and how it will do the same in the future. It presents a broad spectrum of bond-investment options, describes how to purchase bonds at the best price, and, most important, shows how to make money with bonds. 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. "--

Integrated Wealth Management

Author: Jean L. P. Brunel
Publisher: Euromoney Books
ISBN: 9781843742661
Size: 72.81 MB
Format: PDF, ePub, Mobi
View: 276
This book is an examination of the management of portfolios of high net worth individuals (HNWIs). Jean L.P. Brunel identifies the factors which demand a different approach from that of traditional portfolio management strategy. He suggests a new approach to wealth management, proposing practical steps which will take you beyond the role of portfolio manager to that of "wealth manager". Punctuated by examples and case histories from the author's extensive experience, the book examines each aspect of wealth management in detail, such as the importance of investor psychology; how to maximize tax efficiency including a tax-efficient portfolio construction model; the implications of multiple asset locations; capital market opportunities and forecasting; strategic asset allocation; the importance of manager selection; and the multimanager approach. This ground-breaking book should show you the route to a more effective wealth management strategy. By understanding the needs of the individual investor, maximizing the tax efficiencies and applying a fully integrated approach you can become a successful "wealth manager"

Active Investing Wealth Management For High Net Worth Individuals

Author: Dr. Gary J. Harloff, PhD
Publisher: Xlibris Corporation
ISBN: 1450003788
Size: 56.48 MB
Format: PDF, Mobi
View: 1098
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