March 28, 2025

E150: Tax-Aware Investing: Insights for Family Offices and UHNW Individuals

49 minutes

In this episode of How I Invest, Aaron Hodari, Managing Director at Schechter, delves into the world of wealth management and alternative investments. He shares how his firm navigates market uncertainties, crafts resilient portfolios, and uncovers unique opportunities for high-net-worth clients. Aaron's insights provide valuable lessons for investors seeking to optimize their financial strategies.

Highlights:

Alternative Investments: How Schechter incorporates alternative assets to diversify and strengthen portfolios.

Tailored Wealth Management: The firm's approach to creating personalized investment strategies for clients.

Market Insights: Aaron's perspectives on navigating economic uncertainty and market volatility.

Private Equity and Credit Markets: The role these asset classes play in long-term financial growth.

Career Lessons: Aaron's key takeaways from years of experience in wealth management.

Guest Bio:

Aaron Hodari serves as Managing Director at Schechter, a leading wealth advisory and financial services firm. With deep expertise in alternative investments and comprehensive portfolio management, Aaron works with clients to protect and grow their wealth across generations.

Our Podcast now receives more than 300,000 downloads a month. Are you interested in sponsoring an episode? Please email David Weisburd at [email protected].

We’d like to thank @Carta for sponsoring this episode!

#VentureCapital #VC #Startups #OpenLP #AssetManagement

Sponsor:

At Carta, we’re on a mission to connect the participants in private capital — from investors and LPs to their portfolio companies — through a suite of financial intelligence and reporting software that’s purpose-built for venture capital and private equity. Since 2018, we’ve been empowering GPs, CFOs, and CEOs to escape obsolete systems of disconnected FP&A tools — all in favor of a single, unified software suite that helps them make impactful strategic decisions and deliver outstanding results for their investors. Learn more at: www.carta.com/howiinvest.

Stay Connected: X / Twitter:

David Weisburd: @dweisburd

LinkedIn:

David Weisburd: https://www.linkedin.com/in/dweisburd/

Aaron Hodari: https://www.linkedin.com/in/aaronhodari/

Links:

Schechter: https://www.schechterwealth.com/

Questions or topics you want us to discuss on How I Invest? Email us at [email protected].

(0:00) Episode preview

(3:01) Diversification and tax optimization for founders

(8:20) Estate planning: Control and management of funds

(10:34) Sponsor: Tactic by Carta

(11:41) Passion, purpose, and income tax planning

(19:02) Comprehensive look at long-short strategies

(24:37) Strategic tax planning and gifting assets

(28:42) Understanding tracking error in tax loss harvesting

(32:57) Overview of the private credit market

(36:17) Exploring middle market direct lending

(39:45) General Partner lending and financing insights

(41:56) Interval funds: benefits, fee structures, and tax efficiency

(49:38) Closing remarks

...more

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By David Weisburd

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