Investment strategies designed to materially reduce taxes for eligible investors.

“Taxes are what we pay for a civilized society.”* They fund infrastructure, national defense, legal systems,  and public services that make our prosperity possible. But overpaying is optional. There’s no trophy for best taxpayer.

Leading asset managers historically catered to mostly tax-exempt institutional investors like pensions and endowments. Their most sophisticated tax-aware strategies were reserved for ultra-high net-worth taxable individuals who need custom solutions. Now these strategies are available to investors like our clients.

Magnolia Private Wealth keeps pace with this Frontier of Tax-Aware Investing by: identifying which strategies are truly viable, performing due diligence on investment or tax risks, and harnessing those with greatest potential to materially reduce a client’s tax burden–via thoughtful portfolio construction and ongoing management.

Conventional tax-aware tools–the ones most advisors know about–are merely table stakes. What follows sits at the Frontier–strategies that are effective individually and, in combination, produce powerful compounding tax savings.

If you’re a taxable investor, you’re almost certainly paying more taxes than you need to. Magnolia Private Wealth can help you change that—because keeping more of what’s yours is the real trophy.

Below are specific opportunities our clients use to reduce their tax liability.

^{*Oliver Wendell Holmes Jr., US Supreme Court Justice.}

These strategies may involve risks and are not suitable for all investors.  Magnolia Private Wealth doesn’t provide tax or legal advice; please consult both an investment advisor and coordinate with your tax advisor.