The point of investor allocation is to manage this…

The point of investor allocation is to manage this risk universe by maximizing growth of the overall family financial balance sheet while minimizing the growth of the individual portfolios most likely to be the next to be subject to estate tax.

— from The Flight Plan (Purpose/Wisdom/Risk) · Family Wealth: Keeping It In the Family: How Family Members and Their Advisers Preserve Hu

Also belongs to

• Expanding Your Range (Growth/Change/Education/Learning/Habit)
• Family & Parenting (Family/Parenting)
• Decisions & Choices (Decision/Choice/Focus/Forethought/Consequences)
• Enjoy the Flight (Living/Balance/Happiness/Passion)

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