How I Invest with David Weisburd

E150: Tax-Aware Investing: Insights for Family Offices and UHNW Individuals

34 snips
Mar 28, 2025
Guest
Aaron Hodari
Aaron Hodari, Managing Director at Schechter, shares his expertise in wealth management with a focus on alternative investments. He highlights the importance of tax-aware strategies, especially for ultra-high-net-worth individuals, discussing techniques like direct indexing for tax efficiency. The conversation explores innovative financing in private credit, the significance of teaching financial responsibility to future generations, and the advantages of interval funds in managing market volatility. Aaron's seasoned insights reveal how to navigate economic uncertainties while growing wealth.
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ADVICE

Tax-Aware Investing

  • Consider taxes when investing, especially in high-tax states like New York or California.
  • Don't let taxes be the sole driver of investment decisions, but factor them into your overall strategy.
ADVICE

Balancing Taxes and Investment Decisions

  • Avoid making emotional investment decisions solely to minimize taxes.
  • Prioritize sound investment decisions while being mindful of tax implications.
ADVICE

Diversification Strategies

  • Diversify investments, even if you have high confidence in a single company.
  • Explore options like exchange funds, tax loss harvesting, and options overlays to mitigate concentrated risk.
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