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E150: Tax-Aware Investing: Insights for Family Offices and UHNW Individuals

How I Invest with David Weisburd

CHAPTER

Navigating Taxes in Wealth Management

This chapter examines how taxes influence investment decisions for high-net-worth individuals and startup founders, emphasizing the need for strategic planning in tax optimization. It explores wealth transfer strategies, the importance of educating heirs on responsible wealth management, and effective coordination among financial advisors.

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