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Dive into our latest episode

Chris Tatlock is joined by Patrick Geddes, Aperio founder and BlackRock Senior Advisor, draw insights from BlackRock's latest paper to discuss how single family offices can apply an after-tax framework across real-world scenarios, from concentrated stock positions and liquidity events to operating businesses, estate planning, and family values alignment.

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Demand for SMA vehicles and tax management is rapidly growing. We see long/short strategies as the next big industry disrupter. Listen to our audiocast episode to hear a discussion on tax-managed long/short strategies, their benefits and risks, tailored for family offices.

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