Case Studies

Case Study: Wealth planning for the retired corporate executive

A retired Fortune 500 corporate executive wants to diversify his large concentrated equity positions, preserve and grow the purchasing power of his assets, and develop a wealth transfer plan to support his family for the long-term.

Case Study: Managing wealth after the sale of a private business

After the sale of a private publishing business valued at $30,000,000, the wealth creator and members of his family are concerned about growing the purchasing power of their investments and avoiding the permanent loss of capital.