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Updated almost 7 years ago,

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1
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Jordan Romano
  • Boston, ma
0
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1
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Recommended Legal structure for expanding portfolio

Jordan Romano
  • Boston, ma
Posted

Expanding investment portfolio and expanding family

Looking to learn best tax advantaged and legal protected strategies to structure my portfolio. (Trusts , LLCs etc)

I understand there is no right answer, but probably several options that would work

Also there are most certainly many ways that would be sub-optimal - so sharing pitfalls also appreciated

Current investments in MA, NH, & VT

Also have consulting side hustle and angel investments

Thoughts or links to resources much appreciated

JJR