CST: 30/08/2016 09:54:56   

New Book: "The Art of Protecting Ultra-High Net Worth Portfolios and Estates: Strategies for Families Worth $25 Million to $500 Million" by Pillar Wealth Management

209 Days ago

WALNUT CREEK, CA --(Marketwired - February 03, 2016) -  Pillar Wealth Management, LLC, a private wealth management firm in Walnut Creek, California privileged work with ultra-high net worth families -- some of whom attained wealth reaching $400 million -- announced today that its co-founders Haitham "Hutch" E. Ashoo and Christopher G. Snyder have imparted their over 50 years of combined private wealth management expertise in their new hardcover book: "The Art of Protecting Ultra-High Net Worth Portfolios and Estates: Strategies for Families Worth $25 Million to $500 Million." 

The 171-page book, which is available now on Amazon.com for $675, is a comprehensive, yet fast-moving and easy-to-read exploration of investment management and wealth protection insights, non-financial life strategies, best practices, case studies, and cautionary tales -- all of which go to the heart of ultra-high net worth families' protection and concerns. 

Of particular note, unlike most investment and wealth protection advice, Ashoo and Snyder believe that ultra-high net worth families have available to them the means and resources to be prepared for the next inevitable market, economic, political, family or global crisis, and they should take action now. "It is not a question of if there will be a next crisis," commented Ashoo, "but rather it is about innovative planning in advance for the next crisis."

To that end, Ashoo and Snyder share practical insights, insider knowledge and personal experience gleaned from years of working closely with ultra-high net families, and collaborating with their attorneys, CPAs, M&As, Real Estate advisors and other specialized professionals who serve this very deserving segment of the population. Topics covered in the book include:

  • Two specific and very different time-tested portfolio strategies
  • How cost and tax-efficient portfolios can affect risk taking
  • A detailed look at the myriad of ultra-affluent investments, from stocks and bonds to hedge funds and venture capital
  • An exploration of the power of an investment policy and how to develop one that is unique to each family
  • How to mitigate risks that leave so many families in ruins (i.e. "shirtsleeves to shirtsleeves in three generations") and build a legacy to stand the test of time
  • How human and financial capital flourish by integrating wealth management with life planning, and merging soft life issues with complex financial strategies
  • Insights to help ultra-high net worth families protect their lifestyle, diversify and hedge concentrated wealth, and implement winnable investment strategies spanning generations

Added Ashoo: "Our new book empowers smart ultra-high net worth families with the knowledge they deserve to avoid suffering from the all-too-common mistakes we often hear and read about. No amount of hard earned wealth is too big or immune from financial disasters. Both Christopher and I fully understand that ultra-high net worth families face categorically different challenges, pressures, risks and opportunities. This deep, personal understanding allowed us to approach each section in the book with a great deal of clarity and confidence, and provide advice that is actionable -- not abstract. It is the kind of book that ultra-high net worth investors will keep on their nightstand and discuss with their family and peers." 

As noted, Ashoo and Snyder's new book "The Art of Protecting Ultra-High Net Worth Portfolios and Estates: Strategies for Families Worth $25 Million to $500 Million" is available now from Amazon.com. The 171-page hardcover book retails for $675.

Journalists, reviewers and media professionals are invited to submit requests for review copies or interviews by emailing Tamara@Pillarwm.com

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.

Contact

Hutch Ashoo
Tamara@Pillarwm.com