62: Quantifying the Value of Tax-Aware Decision Making

Investment advisors to ultra-high net worth clients often trumpet their skills at manager selection and tactical asset allocation, however, what gets much less attention is the value that can be generated by thoughtful tax-aware investment decision making. What are some common strategies used to optimize after-tax returns and exactly how valuable are they to a client’s portfolio? Is tax-loss harvesting more valuable than after-tax portfolio design? How can we determine the value of asset location strategies? These are critically important questions for clients and their advisors which we explore in our latest white paper.

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