Today's episode on Legacy Listens hosted by Robert Wermuth we delve into a thought-provoking conversation with Bob McCarthy from SEI. The discussion centers around SEI's tax managed solutions, direct indexing, and the systematic core portfolios designed to reduce taxes when managing client accounts. Bob explains the benefits of the tax technology platform, which provides real-time tax impact assessments, tax loss harvesting, and ongoing tax reporting. They also explore the process of managing client transitions and the advantages of the systematic core portfolios, offering customization and tax efficiency. Join us as we uncover how these innovative approaches can help families and businesses intelligently manage their wealth and reduce tax liabilities.
For more information about Bob McCarthy, please visit seic.com.
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