White Papers

Improving Investment Returns by Reducing Taxes, A Case Study

This case study is based on an actual Ballentine Partners client family and outlines best practices for maximizing client after-tax returns using a number of techniques including asset allocation planning, asset location planning, and active tax management of portfolios.  While the strategies and results described are real and verifiable, the details of the client’s background information have been altered to maintain confidentiality.

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