PPM White Papers

investment white paperWe prepare white papers on a variety of topics and invite you to read those of interest. You may also review PPM's Short Papers or PPM Perspectives.
 
The following white papers can be downloaded below:
 
 
An examination of the investment management needs of wealthy families and inter-generational dynamics between wealth holders. How wealthy families differ from retail and institutional investors. Including investment horizons, tax management, risk objectives, tailoring outcomes, control and oversight roles, transitioning wealth stewardship and the differing objectives between first and subsequent generations.
 
 
An analysis of the different investment structures available to investors and their implications on investment return, portfolio construction, and tax.  Includes relevant information on managed funds, Listed Investment Companies (LICs), Exchange Traded Funds (ETFs), Separately Managed Accounts (SMAs) and Individually Managed Accounts (IMAs).
 
 
Presentation made by PPM's Kris Vogelsong to the Family Wealth Investing Forum on efficient structures and management of tax in investment portfolios.