Video: How to Pay Less in Taxes (For UHNW)

In a recent episode of How I Invest, Aaron Hodari, Managing Director at Schechter, shared his expertise on alternative investments, wealth management strategies, and the importance of financial stewardship for high-net-worth families. Schechter has built a reputation for its innovative approach to portfolio construction and tax optimization, helping clients protect and grow their wealth across generations.

Key Highlights:

• Alternative Investments: Hodari emphasized the role of private equity, private credit, and interval funds in diversifying portfolios and enhancing long-term returns.
• Tax Optimization Strategies: Advanced techniques like direct indexing and tax-loss harvesting allow clients to maximize returns while reducing tax liabilities.
• Tailored Wealth Management: Schechter’s personalized approach ensures investment strategies align with individual client goals and risk tolerances.
• Behavioral Conditioning in Wealth Transfer: Educating future generations about financial stewardship is critical to ensuring responsible management of inherited wealth.
• Estate Planning Tools: Trusts, LLCs, and other structures enable efficient wealth transfer while maintaining control and minimizing estate taxes.