What families worth $8M must do to prepare for 45 percent tax. As we reflect on 2005 and why families with large estates, those exceeding $8 million, came to us looking for advice, what we conclude is that there is a surprising amount of confusion over estate taxes. The confusion exists, even though there are … Read more
Your Poor Planning Could Make Uncle Sam Your Biggest Heir Did you know that without proper planning, a $15-million estate can lose about $7.5 million to estate taxes, leaving the heirs to split the other $7.5 million? Instead, why not give your entire estate away twice – first to a charity, then to your heirs. … Read more
Strategic Asset Allocation for Ultra High Net Worth Individuals In the long run, concentrating your investments is unwise Wealth management and strategic asset allocation analysis assumes that roughly every three years we will experience a decline in the stock market and that every five years or so we will see a decline of 20 percent … Read more
Affluent Investor What Every Affluent Investor Must Know About Money Management If you as an affluent investor knew you had money managers, investment techniques, or mutual funds that on average tilted the odds in your favor (relative to passive management/indexing), you would bet on those managers all day long and as many times as you … Read more
Selling Inherited Stock for Ultra High Net Worth Individuals Diversification: Concentrated stock, selling real estate, and inheritance. – Pillar Wealth Management Are your searching for Selling Inherited Stock in google? Diversification in an investment portfolio is critical as it helps to ensure that sizeable gains offset losses in other areas. You should note that diversification … Read more
Financial Survival for Ultra High Net Worth Investor in Down Markets Financial, mental survival in down markets Things to consider for financial survival The recent stock market volatility is not uncommon. Many similar, or even worse, environments have transpired in the past. In fact, such occurrences will almost certainly repeat themselves in the future; therefore you should … Read more
Avoid Financial Disaster From High Net Worth Divorce Things to know about high net worth divorce STRATEGIES FOR FAMILIES WORTH $5 MILLION TO $500 MILLION 7 Secrets To High Net Worth Investment Management, Estate, Tax and Financial Planning The insights you’ll discover from our published book will help you integrate a variety of wealth management … Read more
Achieving a secure retirement and carefree lifestyle Secure retirement is something you may look forward to as it’s time to enjoy the benefits of your hard work over the years. However, life is unpredictable and your retirement plan may be derailed. Interest rates have risen 17 times since June 2004. The stock market is as … Read more
