As a specialist serving ultra-high net worth investors, Convergent appreciates the importance of protecting your portfolio with tax-efficient decisions during every stage of the investment process.
We may decide to strategically incorporate tax-enhanced index funds into your portfolio. We may choose professionals who believe in holding concentrated portfolios and/or low portfolio turnover to manage your investments. We may continually look for tax-loss harvesting opportunities designed to further increase your portfolio's tax effectiveness. Or we may place your investments into entities for estate planning and wealth transfer purposes that seek to ensure as much of your irreplaceable capital as possible is passed on to your family or your charity—and not to the IRS.