Case study ยท Tax-sensitive transition
Tax-sensitive transition: from the prospect statement into your models.
A concentrated stock portfolio, three million dollars of embedded gains and a client with firm opinions. How an advisor turned the conversation into a personalized proposal, with the client's own rules built in.
The case study, in two pagesThe story and the numbers, to read or forward.Download the PDF
Illustrative case study on a fictional client. Proposed figures come from one optimization run in Pack Analytics on a sample statement of this portfolio, with the advisor's own model file. Nothing here is tax advice. Actual results depend on holdings, tax lots, market prices, model constraints and client instructions. Robert J. Hale, Northgate Investments, Alderstone Wealth Partners and Emma Carter are fictional.
See it live, end to end.
Twenty minutes with the team. From a sample statement to a client-ready proposal, live.