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Taxes are the focus. Everyone is trying to lower them.
Maybe it’s because we invest in wealthtech and have a lot of wealth management LPs. Or maybe it’s because of the IPO’s from $SPCX ( ▼ 2.19% ) to Anthropic and OpenAI right around the corner.
The talk of tax, how to manage it, how to prepare for it, how to lower it, how to think about where you live, what you and your wife do for a living, and everything in between comes back to taxes.
The innovation for managing tax planning has never been more exciting. From AQR, to direct-to-consumer options from our portfolio company Frec, to direct indexing options via a modern TAMP like portfolio company Seeds, to borrowing in tax-efficient ways with SyntheticFi, the tax talk is rampant!
Direct indexing is a great way to tax loss harvest, and with levered direct indexing, you can now really scale the tax savings, especially for people who live in states like California. I speak with advisors on a weekly basis since many are LPs and it’s always interesting to see what they are struggling with and whats moving the needle for their business. Jack Newhouse, who is a close friend of Social Leverage and is at the RIA- Rothschild, is one of the cutting-edge wealth managers when it comes to tax-efficient strategies. He has given me a wealth of knowledge on what clients are looking for, why they like box spreads for borrowing, and how to reduce your taxable income while either getting a beta 1 or even a beta zero levered direct indexing strategy.
I am a believer in democratizing access to all these tools for everyone and in investors learning how to do things themselves. That being said, I think the value of an advisor is more than just investments; it’s the whole picture, planning, and process. It’s like investing in fund managers, paying smart people to do smart things that you can’t or don’t want to do on your own. The more IPOs we see, the more wealth transfers that occur, and the more money that is printed; the more the tax-efficient strategies and investments will become popular.
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