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Index Tax Evaluation

Project status
Project start date
Not specified
Project posted
25 Jun 2013 17:55
Project duration (approx.)
19 Days
Budget (approx.)
US$1000 / day
Financial Services
Area of expertise
Market Analysis
Off-site in 

Objectives and Key Deliverables

Small family office.  Would like to invest a portion of assets in world wide index.  Evaluate and determine after tax and after fees the best vehicle.Long term investment holding period.  ACWI or equivalent versus tax loss harvesting from Parametric or equivalent. 

Final report which shows comparison of evaluated alternatives.

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