Publishing

Investment & Tax

  • Investment & Tax

    Throughout our history, GenSpring has utilized a combination of both “active” and “passive” investment solutions to solve for client needs. This paper provides GenSpring’s perspective on the ongoing debate over the advantages and shortcomings of these vehicles and details the importance for each client to have the right mix in order to position them to achieve their goals and objectives.

  • Investment & Tax

    With the gift and estate tax exemption of $5,120,000 per person set to revert back to $1,000,000 at the end of 2012, now is a perfect time to revisit the merits of asset location and its potentially beneficial effects for passing wealth from generation to generation and avoiding costly taxes along the way. In this paper, Bruce Paulson, of GenSpring’s satellite Minnesota local family office, provides context for these complex issues and illustrations of potential planning strategies that maximize a family’s balance sheet from a multi-generational perspective.

  • Investment & Tax

    Goals-based wealth management has attracted a lot of attention over the last few years, as the financial market meltdown of 2008 changed the way many families look at how their wealth is managed. This paper discusses using goals-based strategic asset allocation together with a parallel and comparable approach to estate and financial planning in order to create a new, integrated goals-based wealth management process.

  • Investment & Tax

    Hedge funds represent a major component of non-traditional strategies and when prudently integrated into a portfolio, have historically resulted in an attractive risk–reward ratio in comparison with long-only portfolios of stocks and bonds. However, these investment strategies, specifically hedge funds and alternative mutual funds, are particularly difficult to evaluate via benchmarks and there is no standard approach. In this paper, we examine various methods, share thoughts on the limitations of each and explain why a combination of methods is needed.

  • Investment & Tax

    What changes should high net worth families who want to manage the tax costs of investing be thinking about today and why?

  • Investment & Tax

    Over the past several years, investors have experienced a challenging investment environment. We believe a key element in building a sustainable investment strategy is to “invest with purpose” and the first step in doing so is to understand exactly what each investor is trying to achieve with their wealth. This paper highlights and delves into GenSpring’s unique goals-based investing process which we believe can provide investors with the foundation to build a disciplined long-term strategy that can be maintained under a variety of market conditions.

  • Investment & Tax

    Our investment outlook begins with an assessment of long-run trends and near-term forces that create tactical investment opportunities. In 2016, we expect the battle between positive and negative forces to persist. Tug-of-wars eventually come to an end, though, and an inflection point is nearing.