Structuring Portfolios for After-Tax Efficiency

What this episode covers

Brent Sullivan, independent industry analyst and author of Tax Alpha Insider, joins us to discuss how families and family offices can embed tax awareness directly into portfolio design — not as a year-end exercise, but as an ongoing discipline.This conversation moves beyond position-specific strategies and focuses instead on structure: how taxable portfolios are engineered, monitored, and coordinated across households and entities.To learn more about Mack International, please visit www.mackinternational.com

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Frequently Asked Questions

How long is this episode of The Mack Podcast?

This episode is 37 minutes long.

When was this The Mack Podcast episode published?

This episode was published on March 5, 2026.

What is this episode about?

Brent Sullivan, independent industry analyst and author of Tax Alpha Insider, joins us to discuss how families and family offices can embed tax awareness directly into portfolio design — not as a year-end exercise, but as an ongoing discipline.This...

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