Queen’s concentrated portfolio

[Xerxes]

Looks like a lot of concentrated positions in “Alternatives”
 

https://www.washingtonpost.com/world/2022/09/13/royal-family-wealth-charles-inheritance/

Edited September 14, 2022 by Xerxes

[Spekulatius]

7 minutes ago, Xerxes said:

Looks like a lot of concentrated positions in “Alternatives”
 

https://www.washingtonpost.com/world/2022/09/13/royal-family-wealth-charles-inheritance/

So, they have been in real estate since 1337 (Duchy of Cornwall) and 1399 (Duchy of Lancaster) as well as a 25% share of Crown assets worth $20B. i guess they made the laws of compounding work for them.

[rkbabang]

A lot easier to do when you are exempt from your country's 40% inheritance theft tax.

 

[Parsad]

49 minutes ago, rkbabang said:

A lot easier to do when you are exempt from your country's 40% inheritance theft tax.

 

 

If you are the Estate, then why should you pay estate taxes!    That's for the common people!

 

Although, they did start to pay tax on the income the Duchie's generated like 25 years ago.  But a lot of it is offset by their expenses before tax is calculated.

 

Cheers!