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KEY POINTS
• Historically, advisors have largely had to
manage tax exposure on an account-by-
account basis, limiting the potential for
improving outcomes by minimizing taxes.
• A unified managed household (UMH)
approach can optimize tax efficiency
by addressing tax liabilities across a
household's accounts and holdings.
• The SEI Multi-Account Overlay automates
the UMH approach to reduce manual
processes with the goal to minimize taxes
and maximize growth.
