For high-net-worth families, building wealth is only part of the equation… preserving it requires a deliberate focus on tax efficiency. While investment returns often get the most attention, taxes can have a significant long-term impact if not managed strategically. In this episode, Jerry Davidse outlines how thoughtful, layered tax strategies can help reduce tax drag and support long-term wealth preservation.

In this episode, you’ll learn:

• Why tax efficiency is a critical lever for preserving long-term wealth

• How high-net-worth families can benefit from a layered tax strategy over time

• What tax loss harvesting is and how it can help offset capital gains

• Why timing the realization of capital gains can influence overall tax outcomes

• How donating appreciated securities may provide tax advantages compare ...