Guiding Taxable Wealth in 2026

It’s that time of year when inboxes fill up with market outlooks.

Lengthy PDFs.
Slick charts.
Confident predictions about what comes next.

Some of them are thoughtful.
Many are well produced.

But most weren’t written for you.

They’re written for the masses.
General guidance for general situations.

If you’ve built meaningful wealth, your questions tend to sound different.

You’re not trying to guess where markets will be next quarter.
You’re trying to understand whether your wealth is still structured in a way that makes sense.

Because after years of appreciation, complexity adds up.

More assets.
More accounts.
More decisions that now carry real tax consequences.

Fortunately, the tools have evolved.

What We’re Working on Now

Advances in technology and investment strategy have made it possible to manage taxable wealth with more precision than ever before.

Not just around investments, but around taxes and cash flow as well.
Here are some recent examples of sophisticated wealth management at work:

→ Building tax-aware portfolios that work harder after taxes

Most portfolios are designed with pre-tax returns in mind.
Fewer are designed around what you can actually spend.

We’re structuring portfolios so gains and losses are managed more intentionally throughout the year.
The goal is not to change the long-term direction of the strategy.
It’s to reduce unnecessary tax drag along the way.

→ Reducing risks around concentrated positions

Concentration is usually a sign something worked. (Concentrated Stock and The Choices You Have)
Over time, it can take on more influence than originally intended.

We’re helping clients think through how to reduce exposure without creating a huge tax bill.
Sometimes that means pacing decisions over time.
Other times it means reshaping the role that position plays inside the broader portfolio.

→ Unlocking liquidity from illiquid assets

A growing number of families hold meaningful wealth in places that are not easily accessed.
Some examples include real estate, private investments, and business interests.

Creating flexibility without requiring a sale helps clients free-up liquidity while continuing to defer taxes.
That flexibility can open the door for better, more confident decisions.

→ Adding thematic exposure thoughtfully

Many clients want exposure to long-term themes that are shaping the economy – today and down the road.
Some believe we are in the middle of a boom for American innovation and exceptionalism led by:

• Artificial intelligence and automation

• Space, defense, and aerospace technologies

• Cybersecurity and data protection

• Semiconductor and computing infrastructure

 We are providing access to these themes in a way that complements what is already working within their portfolio.

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Where We’re Headed Next

Looking ahead to 2026, there’s a lot to be optimistic about.

Markets evolve.
Technology improves.
And the tools available to guide wealth are more capable than they’ve ever been.

For families who’ve built meaningful wealth, this creates opportunity.
Not just to grow, but to refine.
To make decisions with more precision.
And to bring structure to areas that feel fragmented or reactive.

For many families, 2026 isn’t about doing something dramatically different.
Its about doing what they’re already doing, with greater intention and clarity.

 And that’s a good place to be heading.