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Wealth advisers pitch tax strategies to newly rich tech workers, The Information reports

The Information says the boom has helped push $1.2 trillion into direct indexing within separately managed U.S. accounts.

TI
1 Source, 24d ago, first seen 24d ago

TLDR

The Information reports that wealth advisers are pitching newly rich tech workers increasingly sophisticated ways to reduce taxes on concentrated stock fortunes. The publisher says the boom has helped push $1.2 trillion into direct indexing within separately managed U.S. accounts.

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1 Source, first seen 24d ago

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Combined views

14.9K

1 Source, first seen 24d ago

7 likes1 saves

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1 Source

@theinformationWealth advisers are pitching newly rich tech workers on increasingly sophisticated ways to reduce taxes on concentrated stock fortunes. The boom has helped push $1.2 trillion into direct indexing within separately managed U.S. accounts. Full story: https://thein.fo/4yhKweu
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    1 Source

    @theinformationWealth advisers are pitching newly rich tech workers on increasingly sophisticated ways to reduce taxes on concentrated stock fortunes. The boom has helped push $1.2 trillion into direct indexing within separately managed U.S. accounts. Full story: https://thein.fo/4yhKweu
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