Robert Hendershott
Chief Investment Officer with decades of investment and hedge fund experience who joined Hendershot Wealth Management to implement Ultra Tax Efficient Wealth Management and specializes in long-short tax-aware strategies.
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May 13, 2025 • 49min
280: Maximize Gains and Minimize Taxes: Introducing Ultra Tax Efficient Wealth Management℠, Part One
Robert Hendershott, Chief Investment Officer with decades in investments and hedge funds, explains Ultra Tax Efficient Wealth Management. He and Hilary unpack tax deferral, long-short overlays using individual stocks, and why personalized tax-aware strategies can multiply long-term wealth. They also cover risks, implementation challenges, and who benefits most.
