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America’s biggest wealth manager for the ultrarich is known for his tailor-made portfolios. He revealed to us his magic formula — and how he saves clients millions on taxes.

Business Insider Friday, 19 July 2019
America’s biggest wealth manager for the ultrarich is known for his tailor-made portfolios. He revealed to us his magic formula — and how he saves clients millions on taxes.· Peter Mallouk's skill at customized investing helped make him one of the most highly ranked wealth managers in the US. He's president of $40 billion firm Creative Planning.
· Mallouk told Business Insider about some of the most common ways investors ask him to tailor their portfolios and how he achieves those goals.
·...
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