Index Tax Evaluation

Project status
Project posted
25th June 2013
Project duration (approx.)
19.0 Days
Budget (approx.)
$1000 / day
Industry
Financial Services
Area of expertise
Analyst / Research
Required market experience
United States (Essential)
Consultant location
Off-site

Background & Objectives

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. 

Key deliverables

Final report which shows comparison of evaluated alternatives.

Consultant requirements

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