Are Hedge Funds Prudent for Taxable Investors?

Are Hedge Funds Prudent for Taxable Investors?

Inspiration from a true story

The couple had done well. Together, they’d started a business, built it and recently sold it to a strategic investor in a deal that netted them approximately $100 million in after-tax cash.

They weren’t comfortable investing this wealth themselves, so they hired an independent trustee and a third-party investment consultant to help them design a coordinated wealth plan. These advisors arranged meetings with wealth management firms that could both assist with investme

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