How do Veteran Private Equity Professionals Invest Their Personal Wealth
Partners of distinguished Private Equity firms are some of the most proficient investors in the world in leading their firms’ investment activities. Many are also proficient in managing their substantial wealth outside their firms. However, many are not. With just under half of Partners Capital’s assets under management owned by senior investment industry professionals, mostly…
Read MoreThe After-Tax Investment Lens: The Key to Tax Efficient Investing (California Taxpayer Version)
Note: This whitepaper has been explicitly written for California tax payers – the highest tax rate payers in the U.S. However, the lessons are highly applicable to U.S. taxpayers regardless of in which state they reside. When investing, taxes matter more than you think and more than you would like. For wealthy Californians, it just…
Read MoreFive Steps to Optimizing After Tax Investment Returns for New York City Tax Payers
When investing, taxes matter more than you think and more than you would like. For wealthy New Yorkers, it just got worse as the state and local tax burden, one of the highest in the country at 12.7%, lost the bulk of its deductibility against federal taxes. Adding together federal, state, and Obamacare (Net Investment…
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