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This book offers a proven model for building a tax-efficient investment portfolio for high-net-worth individuals. Drawing on his experience as a private wealth manager, Niall J. Gannon describes strategies for minimizing taxes, managing turnover, and investing in tax‑friendly asset classes. He also explores behavioral finance, risk management, and the unique challenges faced by multi-generational wealthy families.
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Publisher: McGraw Hill Professional
Publishing Year: 2010
ISBN: 978‑0‑07‑162820‑4
Pages: 320