Turn your wealth into diversified income without a massive tax bill
Nathan Kangpan
Founder & Lead Advisor
What Would You Do With Your Time If Your Portfolio Was Funding Your Life?
I left a C-level career before 40 after building a portfolio that fully replaced my salary with investment income. The traditional financial industry was no help getting there.
The financial industry is set up to push products disguised as advice and put you into passive 60/40 portfolios that you have to gradually sell in retirement.
There was no one who could help me create a life funded by diversified income from my portfolio. So I created the financial strategies and investment portfolios to:
- Turn my paper wealth into real cashflows – without a massive tax bill
- Build diversified income across public and private markets
- Align my tax, estate, and financial planning strategies to a life lived on portfolio income
I call this the Personal Endowment. A complete wealth management system for people who want to live off portfolio income.
Who We Work With
The Personal Endowment is built for people who have spent years building wealth and are ready to turn it into income.
Whether you’re ready to make the full transition to living off your portfolio or simply want to start building towards it — the Personal Endowment is designed for you.
If you’re looking for a traditional retirement plan or a passive index portfolio you’ll gradually draw down over thirty years, we’re probably not the right fit.
The Personal Endowment in action:
Kangpan & Co.’s results are unique to each individual’s situation. No guarantees are being made on results. Investing involves risk, including the loss of capital.
What It’s Like Living Off Portfolio Income
I write twice a month about building and living off portfolio income — the strategies, the tradeoffs, and the decisions that actually matter.
Recent letters:
- What Everything Costs in Portfolio Terms. How to evaluate every major financial decision through the lens of your portfolio, not your salary.
- Leaving a C-Level Career Before 40. What the transition actually looks like and what I wish I’d known before making it.
- Private Real Estate Funds: Tax Benefits, Income, and What to Watch Out For. Why this asset class belongs in an income portfolio.
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email: [email protected]
Kangpan & Co. 