WALNUT CREEK, CA--(Marketwired - December 20, 2016) - Pillar Wealth Management, LLC, a private wealth management firm to affluent families, including some that have attained wealth reaching $400 million, has wrapped up a 2-part article series that advises ultra-high net worth investors on how to secure their portfolio per rate changes by the Federal Reserve, and 2017 Trump Administration policy changes.
Part 1 of the series, which is available on the Pillar Wealth Management website, highlighted key questions that ultra-high net worth investors should ask in order to create an analyzed set of action steps, and put in place protection mechanisms to potentially exploit wealth management opportunities that may not present themselves as attractively for many years.
Part 2 of the series, which is also available on the website, highlights additional questions investors should ask that cover key topics, including: asset allocation strategies, investment diversification, active vs. passive investment approaches, using bond investments, and overall performance issues related to various investments such as private equity, hedge funds, real estate holdings, and so on.
Furthermore, as noted in the firm's recently-published book The Art Of Protecting Ultra-High Net Worth Portfolios And Estates, Strategies For Families Worth $25 Million to $500 Million, the article recommends that investors write down and document their answers, keep their appointment calendar open to add deadlines and schedule appointments, and keep in mind the importance of relying on a team of experts.
"Managing ultra-high net levels of wealth is not easy, and investors need to tap into the expertise of a diverse, multi-disciplinary advisory team," comments the firm's co-founder Haitham "Hutch" Ashoo. "In addition to wealth management experts, this team should be comprised of experts in personal psychology, family dynamics, legal issues, accounting, finance, insurance, asset protection, business succession, and philanthropy."
The full text of Pillar Wealth Management's latest article is available at: http://pillarwm.com/securing-ultra-high-net-worth-portfolio-estate-light-federal-reserve-2017-trump-admin-policy-changes-pt2/
About Pillar Wealth Management, LLC
Haitham "Hutch" Ashoo and Christopher Snyder are privileged to have worked with ultra-high net worth families, some of whom attained wealth reaching $400 million, helping them achieve a positive change in their lives and finances. They co-founded Pillar Wealth Management, LLC, an independent, fee based, private wealth management firm. As their clients' go-to advisors, they are brought in to help with investment management, strategic planning, asset allocation, risk control, and tracking of their clients' progress towards life-goals. Their services are provided to a limited number of clients. They only accept a new client when they have determined that there is mutual admiration and respect and only if they can add substantial value to the client's financial life. Learn more at http://pillarwm.com. You can reach us at PWM@PillarWM.com