Private Wealth Management

We doubled our client's effective rate of return by delivering a structure to shield her investment capital from current income and capital gains taxation. The strategy we employed saved her over $2 million annually in taxes.

Client Profile
Prior to coming to Fishman Associates, our client had been earning in excess of 15% pretax annually on a $25 million portfolio of hedge funds.

The Fishman Associates Solution
Under well-established IRS guidelines, we created a custom-designed private placement insurance vehicle for our client, effectively eliminating taxation on her hedge fund investment assets. While most investors just pay income tax on the earnings, our client enjoyed a complete tax deferral and compounded her investment earnings free of all current taxation.