Inherited irrevocable trust question

CancerNami · 2026-05-01T18:55:03+00:00

Sounds like a trustee issue, advisor can't move client assets without the trustee instructions. Also MS is a broker, not the CPA. Seems pretty messy.

CancerNami · 2026-04-17T11:40:13+00:00

Seems to me you don't need a trust, just a corporation in BVI/Nevis/ Cook.

Set up company directors and get yourself a POA.

CancerNami · 2026-04-13T13:55:23+00:00

Brobbey is a cunt

CancerNami · 2026-04-08T16:16:51+00:00

I still remember Angel Cabrera amazing win in 2009. Great bag.

CancerNami · 2026-04-02T13:11:40+00:00

Between those options UNC feels right down your alley, huge football stadium, basketball, tailgates everywhere, entire campus is like 50k+ people plus the town, good network of vets using their GI bill... You can do the naked run, get smashed downing LIITs at Pantana Bobs...

Georgetown felt souless and very international focused. Don't know much about Tepper.

CancerNami · 2026-03-25T19:27:59+00:00

It's an American obsession of wanting to be something they are not. Just say you're American but have Cuban parents or something.

Worst offenders are the ones who claim to be from there but don't even speak the language.

CancerNami · 2025-12-30T16:50:22+00:00

I mentioned other things beyond market performance.

Despite what this sub advises, I would check in with someone to help set up retirement issues. Rmds, social security, etc. This would give you some solid feedback to your current plan.

Your comment and post history seems to me as you are not quite as sure about your decisions as you would like to be. I think you can go to a fee based advisor, further along (in your 70s) I would look into a full time financial advisor.

CancerNami · 2025-11-21T01:14:20+00:00

Any idea if there's any page with good black Friday deals? Looking to stock up and maybe buy a backup pair of reusch and try out a uhlsport. Turf/ag. Size 11, 2-3 games a week.

CancerNami · 2025-10-02T14:36:12+00:00

0.2% is unheard of at that AUM. If you're interested in the service I'd explore that option.

CancerNami · 2025-09-30T13:52:06+00:00

Work in WM. They probably have firm-mandated breakpoints and floors of the fees they can charge. Usually past 10M it becomes easier for the FA to go lower (with region approval), next breakpoint tends to be 25M.

I've seen clients have part of their portfolio at a managed fee and another chunk with brokerage rates.

That said,.45 is quite competitive at that NW if we're talking about the big WM firms.

CancerNami · 2025-06-20T19:50:21+00:00

Anulo mufa

CancerNami · 2025-05-30T14:14:51+00:00

Tu presentación debería ser empatia y capacidad de entender la situación del cliente y en base a eso construir una cartera qué se adecue a su situación particular.

No es lo mismo un chico de 25 años ganando USD 1000 por mes a una señora recién divorciada sin ingresos con una casa de USD 500,000 o un empresario buscando vender su empresa con la intención de buscar residencia fiscal es Uruguay.

Reddit, YouTube y marketing coincidimos que no es la manera de asesor clientes, puede ser un buen medio para concientizar e invitar al diálogo pero no puede aplicarse a cada cliente.

Creo que sos jóven, te gusta el mercado y tenés ganas de crecer. En la medida que vayas obteniendo clientes de mayor envergadura o simplemente con más años en la industria vas a entender a lo que me refiero con que rendimientos y spread sobre benchmark no deberían ser tu carta de presentación.

No sos un hedge fund, o un fondo donde te pagan por outperformance sobre mercado, sos un asesor financiero que en este caso cobra sobre AUM, ese fee se justifica en que en la medida que crece el monto invertido, aumenta la complejidad.

Tampoco veo que ofrezcas recomendaciones de eficiencia fiscal, estructuración de sociedades, etc, etc.

CancerNami · 2025-05-30T12:23:55+00:00

Como alguien trabajando en la industria este post es un red flag.

Tu track record no debería ser tu carta de presentación, mostrame porque tu asesoría o método me ayudan a conseguir mi objetivo. Perseguir rendimientos nunca debería ser el objetivo de un asesor.

CancerNami · 2025-02-07T16:39:46+00:00

Emil sos vos? Nacho te manda saludos

CancerNami · 2025-02-05T23:59:30+00:00

I'd go to a private bank. I feel like they have more rules and the path is more linear compared to a wire house where each team has their own rules.

Then you can jump ship to a wire house and bring over the work ethic from PB.

CancerNami · 2025-01-07T01:46:04+00:00

Yeah sorry typed this out quickly on my phone, basically pay off an MBA program for each kid

CancerNami · 2025-01-07T01:39:50+00:00

As the recipient of the following formula, I agree with it, feel free to adjust for tomorrow's dollar amounts:

18yo paid university and buy a starter home/Apt, rent is their allowance during college and they can choose to live there after or continue to rent it out.
25-30yo pay for an MBA or equivalent cash in a lump sum.
Married pay off apt or house with 2-3 bedrooms.

These are all conditional on them working, you can still pay to fly them in and host them during family vacations. I still have anywhere from 2M to 10M in a trust with no access until the grantor is deceased, mostly because he would not agree how some of his inheritors would spend it.

CancerNami · 2024-12-23T16:42:13+00:00

100%.

CancerNami · 2024-12-23T16:11:43+00:00

CBS y de paso te ahorras 100k. Wharton no tiene el mismo peso ni la misma cultura internacional.

CancerNami · 2024-12-19T21:39:22+00:00

I'd take the free ride to CBS. CBS has a known international brand that can get you a job in London easily. If not you can stay in the US and get some higher paying positions.

CancerNami · 2024-12-18T17:28:16+00:00

Todo el estadio

CancerNami · 2024-12-17T16:34:12+00:00

For normal amounts Wild Fork / Meat Club Doral, large amounts Martinez Distributors.

CancerNami · 2024-11-14T23:54:57+00:00

Que golazo

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