Volatility as Opportunity: 2022 Lessons

Brent Sullivan, independent industry analyst and author of Tax Alpha Insider, joins us to discuss how families and family offices can embed tax awareness directly into portfolio design — not as a year-end exercise, but as an ongoing discipline.

This conversation moves beyond position-specific strategies and focuses instead on structure: how taxable portfolios are engineered, monitored, and coordinated across households and entities.

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