Discover how Thayer Partners empowers financial advisors with advanced tax management solutions, leveraging relaxed extension strategies to deliver greater value and efficiency for high-net-worth clients.
Advisors serving high-net-worth households understand that tax management is every bit as critical as investment performance. For clients with significant embedded gains or those preparing for major liquidity events, traditional long-only portfolios can be limiting. Thayer Partners recognizes these challenges and offers advanced tools tailored for elite advisors who want to deliver standout tax outcomes.
By expanding beyond conventional strategies, Thayer empowers advisors to unlock deeper value for their clients. The result is a more controlled, precise approach to tax management that meets the unique needs of business owners, executives, and families experiencing complex wealth transitions.
Relaxed extension strategies distinguish Thayer’s offering in the marketplace. By incorporating both long and short market exposures, utilizing high turnover, and maintaining very small position sizes, these portfolios significantly expand the field for systematic tax-loss harvesting. This structure not only creates numerous opportunities for realizing losses in diverse market conditions but also provides a robust foundation for ongoing tax efficiency.
Compared to the limited tax harvesting surface of traditional portfolios, relaxed extension approaches deliver a continuous pipeline of harvestable losses. This persistent advantage is particularly valuable for advisors seeking to serve taxable households with greater flexibility and precision.
Thayer Partners equips advisors with the advanced strategies needed to differentiate themselves in a competitive landscape. The firm’s relaxed extension strategies enable advisors to present a compelling value proposition to prospective clients—especially those who feel restricted by unrealized gains and are seeking innovative solutions for diversification.
Access to a steady reservoir of harvested losses allows advisors to guide clients through gradual transitions out of concentrated positions, aligning investment decisions with broader wealth objectives. This enhanced planning experience not only strengthens client relationships but also positions advisors as trusted strategic partners.
For clients anticipating significant liquidity events—such as business sales, stock option exercises, or major payouts—proactive tax planning is essential. Thayer’s relaxed extension approach enables advisors to build a bank of losses ahead of these events, providing powerful tools to cushion the tax impact of reallocating proceeds or restructuring portfolios post-liquidity.
This forward-thinking strategy transforms the advisor’s role from investment manager to comprehensive planner, helping to secure client trust and long-term relationships well before liquidity events occur. It also ensures that clients can navigate wealth transitions with greater confidence and clarity.
Continuous tax-loss generation, high portfolio turnover, and systematic resets are hallmarks of Thayer’s relaxed extension strategies. Over the full investment horizon, these features allow clients to end their investment periods with unused losses—resources that can be leveraged for future gain offsetting, philanthropic initiatives, or smoother portfolio transitions.
By partnering with Thayer, advisors gain access to a platform purpose-built for delivering superior after-tax outcomes. This commitment to advanced tax management solutions, combined with a deep understanding of high-net-worth client needs, is why forward-thinking advisors choose Thayer Partners as their strategic ally.