Chapter 22
Miscellaneous Challenges for Private Investors
The purpose of this chapter is to touch on a variety of topics that, for one reason or another, don't seem to require a full chapter. Some if these issues are large and complex, but apply very rarely or only to a small group of private investors. Others are important but relatively straightforward. As an assist in navigating this long chapter, here is an outline of the topics covered:
Asset custody
Concentrated stock positions
Establishing a family office
Family investment partnerships
Philanthropy
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