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Your company has been selected by the Kingsman family to create a trust for the heirs of the couple. The assets to be transferred to
Your company has been selected by the Kingsman family to create a trust for the heirs of the couple.
The assets to be transferred to the trust will be securities valued at $ million, cash $ million, properties around the world $ million, cars $ painting $million. The couple have two children aged and The oldest child is engaged to be married. The settlors would like for the trustees to provide them with quarterly income and that the trust be established for years. Care should be taken to advance capital to all children at the age of and the youngest child should be provided with capital to begin his archeologist studies at a university of his choice and funds to commence his first international dig in the future.
Using modern portfolio theory, establish an investment objective and strategy to achieve the settlors goals and propose a portfolio which will meet their requirements.
Provide assumptions where necessary outlaying your portfolio design, explaining the selection of the assets, and delegate functions.
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