Transitioning into model portfolios shouldn't mean sacrificing after-tax performance—or your client's peace of mind. But legacy positions and concentrated holdings can make progress feel slow and risky.
This resource walks through a systematized approach to tax-smart transitions, making it easier to navigate complexity while staying focused on outcomes that matter.
Key takeaways include:
- How better planning can potentially reduce tax drag by up to 2% annually
- Strategies to move inherited or concentrated portfolios more efficiently
- Options to transition clients gradually, using gains budgets and cash flow
- Why automated tools free you up to focus more on relationships, not spreadsheets