Managing RSU/ISO Portfolio Risk & Taxes
ARE YOU A SENIOR EXECUTIVE OR SUCCESSFUL ENGINEER WORRIED ABOUT YOUR RSU/ISO PORTFOLIO RISK AND TAX IMPACT?
WITH OUR STRATEGY YOU WILL...
- Increase your total portfolio return
- Dramatically reduce the volatility
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Create sizable liquidity at all times
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Reduce substantial income tax liability
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Build estate-tax efficient generational wealth
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Increase your retirement income distribution
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Create a multiple use of your portfolio
The 3 Dimension Universal Asset Allocation Strategy
INVESTMENT PHILOSOPHY
Our 3-Dimensional Universal Asset Allocation strategy is the direct result of multiple decades of investing and testing by us and others in the industry. The logic behind the 3 dimensions is that it is very hard to consistently outperform the corresponding indices with a traditional asset allocation even though the asset allocation is the single biggest deciding factor of any investment portfolio's return over the long term. That is where the role of second and third dimensions come into play.
The First Dimension: Asset Allocation
The first dimension consists of multiple asset classes with low correlation coefficients. We challenge the traditional asset mix of equities and bonds used in decades past. The use of multiple alternative investment sleeves solves the challenges of traditional asset allocation. Specific asset classes and their weighting will vary among investor risk profiles however, up to 10 individual sleeves may be allocated.
The Second Dimension: Money & Investment Principles
The second dimension incorporates 5 of the most powerful money and investment principles. We have found that investors and advisors alike often overlook these factors when structuring a portfolio using the bottom-up approach. The 5 principles of the 2nd dimension are: The Velocity of Money, Arbitrage, Strategy Correlation, Margin of Safety, and Leverage Volatility.
The Third Dimension: External Portfolio Factors
The third and final dimension considers three external factors: Market Timing, Expenses, and Tax Considerations & Strategies that can have an exponential impact on an investor's lifetime rate of return.
Power Is In The Right People
WHO WE ARE
You need the right team of experts to create a strong roadmap and foundation for your wealth plan. Your specific objectives require a team that actively applies their experience and expertise to harness appropriate strategies at the right time within this landscape.
Neil Jesani Wealth Management, LLC is a boutique private wealth management firm headquartered in Miami, Florida with a representative office in Dubai, UAE helping ultra-high net-worth individuals, businesses, families, Trusts, and Family offices to generate powerful return while minimizing volatility.
We are a diverse team of investment professionals comprising of analysts, financial planners, tax and investment advisors, trust and estate attorneys, and real estate and risk management experts.
What makes us truly unique is the in-house team of highly skilled and experienced CPAs, estate and trust attorneys and other advanced tax planning professionals. All our clients are not only ultra-high net-worth but also high-income earners. They need real tax planning which is backed by the tax codes and solid research delivered by an experienced team of tax professionals.
Capitalizing on our relationships with world's premier banks, financial institutions, private equity and venture capital firms, real estate giants, and life insurance companies, our team has crafted a versatile and multifaceted investment philosophy. We tactically implement this approach for our clients.
Our Ideal Client Services
WHAT WE DO FOR OUR IDEAL CLIENTS
As your net-worth grow throughout your life, much consideration must be given to the choices that are made. As ultra-high net worth, and ultra-high income earners, each small decision can have significant implications on your life, family, purpose and ultimately on your legacy.
Our strategies are most effective for portfolios valued at $5 million and above, though portfolios ranging from $1 million to $5 million can still significantly benefit over the longer term.
We ask for a minumum $5 million investment commitment that allows us to provide you with the maximum value.
We have access to hard-to-find and top tier institutional grade investment opportunities and investors needs to be a “Qualified Purchaser” that requires a minimum of $5 Million investment portfolio
As a fiduciary and registered investment advisory firm, we prioritize protecting and promoting our clients' best interests.
We thoroughly analyze your current financial standing and future goals to understand your needs and anticipate your family's future requirements.
We use this insight to formulate a dynamic plan, regularly updated and rebalanced in response to various factors. We lower client risk through the right plan and strategic additions without sacrificing the benefits associated with more volatile asset classes.
All our clients are not only ultra-high net-worth but also high-income earners. They need real tax planning which is backed by the tax codes and solid research delivered by an experienced team of tax professionals.
Our in-house team of tax attorneys and CPAs will give you a plan lowering your taxes legally. They will find the missing opportunities that may be costing you tens of thousands, hundreds of thousands, or even millions of dollars in taxes you don't need to pay.
We maintain long-term relationships with clients, spanning lifetimes and generations.
If you are a successful professional such as an engineer, physician, dentist, lawyer or business owner with tremendous success, or a senior executive looking for a true family office kind of setting with a team of very talented CFA, CFP, CPA, and Trust & Estate Attorney for your wealth management and overall financial needs then, please schedule a call with us.
Call/Text: (954) 800-0460
invest@neiljesaniwealth.com
HEADQUARTER: 1300 Sawgrass Corporate Parkway, Suite 130, Sunrise, FL 33323, USA
REPRESENTATIVE OFFICE: 1406 Exchange Tower, Business Bay, Dubai, UAE
DISCLAIMER: Neil Jesani Wealth Management LLC is a State Registered Investment Advisory firm. The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neil Jesani Wealth Management LLC is an entity separate than that of Neil Jesani Advisors Inc. Investing involves risk, including the potential loss of principal. Neil Jesani Wealth Managements registered financial advisor representatives are authorized only to conduct business with residents of the states and/or jurisdictions in which they are registered. Here is the link to our ADV.
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