PROGRAM FEATURES: Investment Tax Management

We pay special attention to taxes.

A key element of our Tacivest portfolio program is the integration of tax and investment planning. Asset mix decisions, manager selection decisions, our placement of assets in the household, and our rebalancing parameters are all implemented with a view to optimizing after-tax results.

Our investment tax management activities include:

the evaluation of asset class composition based on expected after-tax asset class returns,
the assessment of managers based on after-tax results,
the allocation of mandates among household members and entities to optimize tax burdens,
the use of tax-preferred vehicles,
tax-efficient rebalancing, and
tax loss harvesting.

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