Invest like a tech tycoon

Silicon Valley moguls are investing smarter, with help from private bankers. Here’s how they allocate their investments.

Summary: Silicon Valley technology entrepreneurs are working with private bankers to diversify and manage their wealth, protecting their families’ lifestyles from the risks of their red-hot companies. These clients often have more conservative portfolios that offset the risk of their own company stock. Bankers would prefer them to be even more diversified, but there are signs prudence is on the rise.

Key take-out: Private bankers are using municipal bonds to diversify entrepreneurs’ portfolios and staying away from real estate, meaning they can liquidate in a short time.


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