Optimizing Returns and Securing Charitable Goals.
William's primary concern was ensuring his three children and seven grandchildren would be well-provided for while also fulfilling his deep desire to support several local charities. His existing trust was outdated, and he suspected some of his investments, particularly in privately held companies recommended by a former advisor, were significantly underperforming, hindering his ability to achieve both his legacy and charitable objectives. These assets tied up a considerable portion of his capital, limiting its potential for growth and charitable contributions.
We utilized the ROIC Calculator to meticulously evaluate the return on invested capital for each asset in William’s portfolio, focusing specifically on those privately held companies. This analysis revealed that approximately $800,000 invested in these ventures generated an average ROIC of only 2.5%, significantly lower than comparable publicly traded alternatives. We recommended reallocating $500,000 of these funds into a diversified portfolio of publicly traded companies with an average ROIC of 10%, and $300,000 to a Charitable Remainder Trust.
We integrated the ROIC Calculator with William's portfolio management system to provide real-time performance tracking and automated alerts for investments falling below his desired ROIC threshold. We also utilized the Tax Equivalent Yield Calculator to optimize the Charitable Remainder Trust contributions.
$65,000 increase in annual income and $25,000 in immediate tax deduction upon Charitable Remainder Trust creation.
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