A young professional athlete with $30 million in liquid assets faced a major financial transition upon retirement. Working closely with the WealthCIO, Wealthselect, and WealthBlox frameworks, we implemented a comprehensive portfolio restructuring strategy focused on tax efficiency, diversification, and long-term growth. Through a combination of tax-loss harvesting, direct indexing, and strategic reallocations—including a new private markets account—the client achieved enhanced return potential, reduced public market exposure, and realized over $393,000 in capital loss benefits. This case highlights how thoughtful planning can turn a life change into a long-term wealth opportunity.
Case Study: Portfolio Restructuring to Enhance Tax Efficiency & Diversification
May 30, 2025