Topics in Private Wealth Management - Part I - 2025 Level III CFA Reading 21

Learn essential concepts of private wealth management in this comprehensive video lecture focused on taxation, jurisdiction, and portfolio management strategies for the CFA® Level III exam. Master key learning objectives including comparing different types of taxation (income, wealth, and wealth transfers), understanding global jurisdictional considerations, analyzing tax-efficient investments, evaluating tax impacts on capital accumulation across various account types, and implementing effective portfolio tax management strategies. Gain practical knowledge through detailed explanations of how taxation affects investment decisions and wealth management approaches in taxable, tax-exempt, and tax-deferred accounts.