Modernizing Legacy Planning Through Data-Driven Decisions
William's trust, established over a decade ago, contained a significant portion of his investments in large-cap companies. While seemingly safe, his advisor suspected that his portfolio was not optimally positioned to capture growth opportunities and might contain significant investments in companies with large insider holdings, limiting the free float and therefore the investment potential. He also desired to allocate more funds to his charitable foundation but was unsure how to rebalance without triggering significant capital gains taxes.
Using Golden Door Asset's Free Float Calculator, we analyzed William’s holdings, revealing that approximately $750,000 was tied to companies with low free floats. These companies, while stable, offered limited growth potential compared to companies with higher free float percentages. By strategically reallocating $250,000 from these less liquid assets into companies with higher free floats and greater growth potential, while simultaneously leveraging the Tax Equivalent Yield calculator to identify tax-advantaged investments, we aimed to increase overall portfolio returns.
The Free Float Calculator was used to analyze each of William's stock holdings, cross-referencing the number of outstanding shares against the shares held by insiders and institutions. The Tax Equivalent Yield calculator helped identify municipal bonds with yields comparable to taxable bonds, maximizing after-tax returns.
$12,000 annual estimated increase in investment income, plus a $50,000 planned donation to William's favorite charity.
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