EP. 80 - Tax-Smart Wealth Building (Harvesting, Asset Location, Charitable Strategies)

Chad Taylor breaks down the real-world financial decisions high earners and newly liquid families face as their wealth grows. Drawing on over 20 years of experience in major brokerage firms including his role as SVP of Wealth Management at UBS, Chad shares practical, planning-driven strategies designed to optimize taxes, avoid costly mistakes, and build long-term financial clarity. Now leading Seapoint Wealth Advisors, he brings a more personalized approach to wealth management cutting through unnecessary complexity and focusing on what truly moves the needle.Join Chad Taylor and Clive Capital for a focused deep dive into tax-efficient strategies, smarter capital deployment, and disciplined wealth building without the overengineered noise.If you are navigating growing wealth and want to make smarter, tax-efficient decisions without overcomplicating the process, this is a conversation you won’t want to miss.