Enhancing Wealth Transfer with Wealth Engineering

The purpose of this paper is to explore some of the financial strategies that may increase the likelihood of enhancing traditional wealth transfer techniques. Since wealth engineering depends on a reasonable forecast of investment returns, this paper begins with a general overview of investment concepts and principles of diversification before examining some of the the most widely used financial instruments (GRAT, sales to IDGTs, etc.) to introduce the concepts of risk reduction and leverage beneficial to wealth transfer.