Asset Management

Asset management is the management of the investment portfolios of high net-worth individuals. Investment banks mostly provide this service. Some of the traditional and alternative services offered for asset management are not available for average investors. Under asset management, it is the manager's responsibility to determine what investments to make and what to avoid. Presented here are the financial model templates for asset management.

The Grantor Trust Model measures the life time value of executing a Grantor Trust over a Non-Grantor Trust with a personal estate. This allows for adjustments to both options and a drop-down to select either…

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Purchase Excluding 7.7% tax

Starting at: $0.00
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Purchase Excluding 7.7% tax

Starting at: $0.00
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Purchase Excluding 7.7% tax

Starting at: $0.00
Add to wish list
Purchase Excluding 7.7% tax

Starting at: $0.00
Add to wish list
Purchase Excluding 7.7% tax