Epstein File EFTA01462649: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01462649: Asset (DS10)

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This document describes PPVA (Philanthropic Planning Vehicle Account) investment account options that allow clients to invest in traditional and alternative asset class investment funds with tax deferral benefits. It projects that private foundations or public charities could receive more than double the asset value in 20 years and nearly triple the value in 30 years.

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asset client

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PersonKeyword

Excerpt 1

A client can open a PPVA Investment Account and invest in traditional and/or alternative **asset** class investment funds.

Excerpt 2

PPVA Investment Accounts should be considered when the client's objectives are: 1) deferral of income taxes on investment allocations to **asset** classes

Excerpt 3

The private foundation or public charities will receive more than double the **asset** value in 20 years and nearly triple the **asset** value in 30 years simply