Case studies

Real advisory problems, worked through in Pack Analytics.

Case study 01 · Film 2:20

Tax-sensitive transition: from the prospect statement into your models.

A $5.0M concentrated stock portfolio with $3.0M of embedded gains and a client with firm opinions: no more than $300,000 of capital gains, keep Exxon, $100,000 in cash, 1% in Bitcoin and decrease equity to 80%.

Portfolio: $5.0M
Embedded gains: $3.0M
Gains budget: $300K

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Case study 03 · Film 1:48

Win a client by explaining their current portfolio.

A $2.4M account, 76 positions and one question: is my portfolio any good? The pre-analysis answers it in the prospect's own numbers: five holdings carry most of the money, one sector drives the equity, and the funds cost more than he thinks.

Account: $2.4M
Positions: 76
Pack Risk Number: 84

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