The Household Endowment Model: Wealth Planning for Affluent Families

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.

Author: Vince Annable

Publisher: Wealth Strategies Advisory Group

Publication Date: November 10, 2019

Number of Pages: 180 pages

Language: English

Binding: Paperback

ISBN-10: 1544502354

ISBN-13: 9781544502359