3
Minimize tax
drain, maximize
growth potential.
Taxes are often the largest drain on investment returns, from
the most conservative to the most aggressive investment
goals. On top of that, many households have multiple
account types, financial advisors, and investment strategies
with a variety of tax treatments. Rarely—if ever—are taxes
fully considered in a financial plan and its implementation.
Investors are craving effective tax-planning advice. Yet, the industry
has struggled to provide a streamlined, comprehensive approach to tax
management—until now.
The SEI Multi-Account Overlay is a groundbreaking solution that moves
beyond account-by-account strategies and embraces a holistic, household-
level view, transforming how advisors deliver value.
89% of investors want
tax-planning advice,
yet only 25% receive it.
"Defining Wealth Management," Spectrum, 2021.
