Portfolio Management Strategies for Affluent Investors, Family Offices, and Trust Companies
With the tremendous growth in the number of high-net-worth investors in the United States
over the past couple decades, various investment tools have been utilized to help these
investors meet their financial goals -- goals that often include preservation and growth of
capital, and deferral and minimization of taxes. This page shows some of the many ways in
which a very flexible investment tool -- listed options -- can help high-net-worth investors
pursue their financial goals.