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Title: Tax-Efficient Wealth Management Strategies: A Guide for High-Net-Worth Individuals - PowerPoint PPT Presentation
Description: One key strategy employed by wealth management firms to enhance tax efficiency is strategic asset allocation. This involves diversifying investments across various asset classes to optimize returns while minimizing tax liabilities. By carefully balancing portfolios with a mix of equities, bonds, and other assets, HNWIs can benefit from different tax treatments on various investment incomes. – PowerPoint PPT presentation
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