Use Direct Indexing to Reduce Your High-Net-Worth Clients’ Tax Bill
July 24, 2023 at 15:09 PM EDT
If there’s one thing ultra-high-net-worth investors don’t like, it’s taxes. (Well, to be fair, nobody likes taxes. But UHNW investors really don’t like them.) For those investors, direct indexing may be just what they’re looking for. Direct indexing accounts are separately managed accounts that attempt to replicate an index. But unlike a mutual fund or [...] The post Use Direct Indexing to Reduce Your High-Net-Worth Clients’ Tax Bill appeared first on ETF Trends .