Title: William Harrison's $500,000 Dilemma: Aligning Legacy with Investment Strategy Tagline: Navigating Value Investing for Generational Impact. Problem: William’s outdated trust held a significant portion of its assets in blue-chip stocks that, while stable, offered limited growth potential and did not fully align with his desire to leave a lasting legacy through substantial charitable donations. He worried that inflation and market volatility would erode the real value of his estate, hindering his ability to provide for his family and fulfill his philanthropic aspirations. The existing portfolio was generating $120,000 in annual income but was not positioned for optimal long-term growth. Solution: By utilizing Golden Door Asset's Intrinsic Value Calculator, we identified several significantly undervalued stocks in sectors aligned with William's charitable interests (renewable energy and healthcare). We reallocated $500,000 from his existing holdings into these undervalued opportunities. The calculator's framework, rooted in Benjamin Graham's principles, revealed stocks trading at a substantial discount to their intrinsic value, offering a higher probability of long-term growth and increased dividend income to support his charitable giving. We also used the Tax Equivalent Yield calculator to optimize for after-tax returns, and the Debt-to-Asset Ratio calculator to assess the financial health of potential investments. ROI: $85,000 estimated increase in annual dividend income and a projected $600,000 increase in portfolio value over 10 years, enabling significantly larger charitable donations and a stronger financial legacy for his family. Description: This case study explores how Golden Door Asset helped William Harrison, a 72-year-old widower, re-evaluate his trust's investment holdings to better align with his legacy goals and charitable giving plans. Using our Intrinsic Value Calculator, we identified undervalued assets poised for growth, maximizing his estate's potential for future generations. Category: Client Service Calculators: Intrinsic Value Calculator, Tax Equivalent Yield Calculator, Debt to Asset Ratio Calculator, Times Interest Earned Ratio Calculator