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    The Household Endowment Model: Wealth Planning for Affluent Families
    The Household Endowment Model: Wealth Planning for Affluent Families
    The Household Endowment Model: Wealth Planning for Affluent Families
    Ebook156 pages1 hour

    The Household Endowment Model: Wealth Planning for Affluent Families

    By Vince Annable

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    About this ebook

    Your wealth should not live and die with the downturns and upticks of the stock market.

    But if your advisor stuck you with a prehistoric investment model of stocks and bonds, your heart drops—along with your portfolio value—any time the market takes a tumble. You're ready to escape the volatility and mitigate the risk in your portfolio, but you're not sure where to turn. Everywhere you look, it's the same approach packaged differently.

    In The Household Endowment Model, Vince Annable shares a comprehensive solution to protecting your wealth. In part one, he walks you through how to design a portfolio that utilizes alternative investments like real estate, private equity, and venture capital. Since these assets don't move in sync with the stock market, you get improved stability and none of the volatility. Once your portfolio is stabilized, Vince dives into every aspect of holistic wealth management: tax planning, estate and business planning, asset protection, charitable giving, and more.

    When the work is done, you'll enjoy the SWAN effect and sleep well at night.
    LanguageEnglish
    PublisherBookBaby
    Release dateNov 19, 2019
    ISBN9781544502366
    The Household Endowment Model: Wealth Planning for Affluent Families

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      The Household Endowment Model - Vince Annable

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