Tax-Aware Solutions for Concentrated Stock

In this episode of The Mack Podcast, Brian Adams sits down with Jenny Kowal, Managing Director and Senior Income Tax Strategist at IEQ Capital, to explore why tax awareness is one of the most underappreciated drivers of long-term wealth preservation.Drawing on more than 25 years of experience, including leadership in academia and advising ultra-high-net-worth families, Jenny shares why income tax strategy is increasingly central to family office investing .The conversation reframes tax not as a compliance function, but as a strategic lever — one that can meaningfully influence after-tax returns, liquidity outcomes, and multi-generational compounding.To learn more about Mack International, please visit www.mackinternational.com