Are you ready to elevate your practice and attract high-net-worth (HNW) clients? Discover how savvy advisors are leveraging advanced tax planning and investment management strategies to stand out in a competitive market. Our white paper reveals how the powerful combination of direct indexing and charitable giving can take portfolio management to the next level by optimizing tax savings and fulfilling your HNW clients’ philanthropic goals.

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What You'll Discover

  • Discover how direct indexing enables you to create customized portfolios that align with client preferences, including tax-efficient strategies and ESG integration.
  • Understand how combining charitable giving with direct indexing can significantly reduce tax liabilities while supporting your clients' philanthropic goals.
  • Learn how advanced technology and outsourced solutions can streamline the management of complex portfolios, allowing you to scale your practice efficiently.

Who Should Read This?

  • Advisors aiming to differentiate their services with personalized investment strategies that resonate with HNW clients.
  • Wealth management firms looking to incorporate tax-efficient charitable giving to enhance their value proposition for high-net-worth clients.
  • Financial professionals seeking innovative, technology-driven solutions to improve portfolio management and client satisfaction.
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Why This White Paper Is a Must-Read

Advisors who adopt these strategies are not only better equipped to attract and retain HNW clients but also to deliver tax savings and value that go beyond traditional investment management. By understanding the intersection of direct indexing and charitable giving, you can offer a compelling, differentiated service that resonates with today’s discerning investors.

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Transform Your Advisory Services

Equip yourself with the knowledge and tools to attract and retain HNW investors by combining direct indexing with charitable giving. Don’t miss out on the opportunity to deliver unmatched value to your clients.

Access the Free White Paper

Information contained herein is not intended to constitute accounting, legal, tax, security, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Orion Portfolio Solutions, LLC does not render tax, accounting, or legal advice. 

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

For financial professional use only. Not intended for public distribution.

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