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• Past performance is not a guarantee of future results.
• All results shown are for illustrative purposes only.
• Performance numbers represent time-weighted rates of return, which include realized and unrealized capital gains and losses plus income.
• Returns for periods in excess of 1 year are annualized.
• All returns shown are gross of fees.
• Client returns will be reduced by advisory and other fees; adviser fees are disclosed in Form ADV.
• Periods in excess of one year are annualized.
• Do not rely on these numbers for tax, trading, income or other purposes not explicitly stated herein.
• Before investing in any fund or with any manager, investors should carefully consider the investment objectives, risks, charges and expenses.

Sobre el tema de Impuestos Patrimoniales (Estate Taxes), es importante consultar con un abogado calificado, que se especialice en impuestos internacionales y planificación patrimonial para determinar las mejores opciones para reducir o evitar impuestos patrimoniales en su situación específica.