Assess. Recalibrate. Advance: A year-end action plan for high net worth portfolios

The portfolios of your most valuable clients may reflect years of appreciation, concentrated positions, and embedded gains — the kind of complexity where tax consequences have a meaningful impact on net results. This session offers a practical framework for reviewing where portfolios stand today and what to consider now and into the year ahead.

Key takeaways:

• Assess what’s changed in the markets — including potential impacts of the upcoming U.S. midterms — for concentrated and complex portfolios
• Recalibrate around the client’s specific tax situation: loss harvesting, charitable giving, and wealth transfer opportunities to act on
• Advance into 2027 with an evidence-based point of view for every top relationship

Join Nuveen’s experts as they walk through investor scenarios and explore relevant strategies for improving long-term after-tax performance. Leave with a practical way to turn a changing market into portfolio decisions — and a plan to carry that conversation with clients from year end into the year ahead.