Your trust company has been approached by a prospective client who wishes to establish a trust and incorporate companies to hold certain assets. The client has $5,000, 000 in cash and investments totaling $8,000,000. He is the proud father of five children all under the age of 15 and a wife whose elderly mother lives with them. He would like for all of his family including himself to benefit under the trust. He has asked that to have a meeting to discuss your recommendations for the investment of the 5, 000,000 and diversification of the existing investment portfolio. 

Explain the information required to formulate the investment portfolio and how you would structure the Portfolio.

Answer rating: 100% (QA)

To formulate an investment portfolio and provide recommendations to the prospective client you would need to gather essential information about the clients financial situation goals risk tolerance and ... View the full answer