How to make wealth management expertise
pay off for you.
For a year we have written articles on wealth management.
Our goal is to provide powerful real life scenarios with actual
issues and challenges. Some stories were of financial disasters
and others were of financial successes. Either way, we want you
to learn from what others have experienced.
So we can continue to offer the most pertinent and
timely wealth management information, we ask that you e-mail us
stories or questions you would like us to tackle.
In answering your questions or proposing solutions
to the challenges you face, we bring to bear our knowledge and
experience as well as that of nationally renowned attorneys, CPAs
or whatever professional resources we need to resolve the challenges
satisfactorily.
After all, that is precisely what our job is as
wealth managers. Bringing the right resources together to achieve
a stated vision is what we do best.
Some of the professionals we use charge more than
$600 per hour and we can provide their expertise through our articles.
We understand that every situation is unique, but
there are common themes in wealth management challenges. We also
know that the amount of wealth involved affects how we solve a
problem. For example, solutions to a $100 million estate are likely
to be much more elaborate than those for a $23 million estate,
or an $8 million estate.
Of course we change the names and other aspects
of the actual story to protect people’s privacy.
Any wealth management question is appropriate.
As a thank you to those who provide us the most
thought-provoking stories or questions, we will send you your
choice of a copy of our book, “Beyond Wealth: Finding
the Balance Between Wealth and Happiness,” or our whitepaper,
“Exiting Strategies: The CEO’s Seven Critical Steps
to Cashing Out of a Business, Managing and Preserving Wealth.”
Here is a list of the topics we have covered and
a quick summary of each. If you don’t have a copy of that
date’s paper or can’t find it online, you are welcome
to e-mail us and we’ll be happy to forward it to you via
e-mail.
What
millionaires have to say about estate taxes - Nov. 11, 2005
- A discussion of research on more than 500 multimillionaires
and their views of estate taxes. A copy of the research paper
was offered via e-mail.
Exit
strategy means more than just cashing in. - Dec. 10, 2005
- A discussion of the disconnect between CEOs and entrepreneurs.
What
every affluent investor must know about money management
- Jan. 13, 2006
- Active vs. passive money management.
- Your odds of financial freedom.
What
families worth $8 million must do to prepare for the 45 percent
tax
- Feb. 10, 2006
- Wealthy Americans face major taxes upon death.
- Don’t expect Congress to undermine tax revenues.
- A living trust isn’t enough.
Protect your
IRA or retirement plan from taxes - March 10, 2006
- Taxes could take 68 percent of your large IRAs and retirement
plans.
- Uncle Sam is the biggest beneficiary of many large IRAs.
- Advanced estate and tax-planning strategies are available.
Hedge
funds: are the huge profits real or an illusion? - April 14, 2006
- Hedge fund K-1s may be misleading.
- Taxes, management and incentive fees can erode 60 percent
of your hedge fund income.
- Accredited and affluent investors must know the solutions
to the pitfalls of hedge funds.
Diversification
events: Concentrated stock, selling real estate and inheritance
- May 12, 2006
- Create a substantial liquidity event with 100 percent downside
protection, tax deferral and appreciation on your concentrated
stock.
- Coordinating strategies among your professional advisers.
- If you think capital gain taxes are bad, just wait to see
what estate taxes do.
Where
financial advice falls short and leaves you short - June 9, 2006
- Your financial security may be based on faulty planning.
- Modern wealth planning can stress-test thousands of scenarios.
- Your adviser’s main objective should be your financial
security.
Christopher G. Snyder and Haitham "Hutch"
E. Ashoo are principals of Pillar Financial Services in Walnut
Creek. Contact them at 925-356-6780.
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