Financial advisors often face the challenge of transitioning a new client into their practice in a tax-efficient way.

The sale of a business, property, or large stock position can generate a financial windfall that may trigger a large tax liability.

One of my mentors once told me that "Hope is not a strategy" and since we can't predict the markets, I have decided to focus this blog on using Direct Indexing to attract new high net-worth clients.

• Most mutual funds or ETFs can't solve certain issues that your high-net-worth clients may face today
• Direct Indexing can help investors with tax management, diversifying concentrated positions or imposing restrictions for a variety of reasons.
• Direct Indexing may help solve investment challenges that requires personalization and tax management