Jenny Kowal
Managing Director and Senior Income Tax Strategist at IEQ Capital with over 25 years of experience advising ultra-high-net-worth families and directing graduate tax programs in academia.
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Mar 3, 2026 • 23min
Tax-Aware Solutions for Concentrated Stock
Jenny Kowal, Managing Director and Senior Income Tax Strategist at IEQ Capital with 25+ years advising ultra-high-net-worth families, joins to reframe tax as a strategic lever. Conversations cover why income tax now drives portfolio decisions. Topics include tax-aware investing vs chasing alpha, treating public equities as tax assets, concentrated stock solutions, and priorities like netting, location, and deferral.
