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Together, we are building the industry’s most comprehensive Unified Managed Household experience to help advisors grow and investors thrive.

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What is a Unified Managed Household?

The evolution from single-account management to multi-account portfolio management that aims to improve outcomes by minimizing tax drag.

Single account tax management is a start.

Multi-account tax management could increase after-tax returns by up to 33%*

SEI LifeYield Tax-Smart Multi-Account Management on a Portfolio of $2MM


Hypothetical illustration of a couple with $2 million in combined assets, ages 57 and 60, and assuming deaths at ages 93 and 90, respectively. Chart compares the couple’s returns by year when their taxable and tax-qualified accounts are managed individually vs. when they’re managed at the multi-account, household level using SEI LifeYield tax optimization technology.

*Methodology validated by EY.

For illustrative purposes only. Not to be considered investment advice.

Industry-leading household tax management APIs

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How top firms and executives are building WealthTech platforms of the future

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SEI Acquires LifeYield with Mark Hoffman and Paul Samuelson

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Turning Advisors into Trusted Business Partners with Jason Early

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Make comprehensive tax alpha and retirement income your competitive advantage

LIVE Executive Panel:

Household Asset Location, Our Industry’s Next Big Disruption

Wednesday, October 28 at 1pm ET

REGISTER NOW

  • gavin spitznerGavin Spitzner
    President, Wealth Consulting Partners, LLC
  • damon deruDamon Deru
    Founder & CEO, AdvisorPeak
  • eric lordiEric Lordi
    Managing Director, Platform Development, Morgan Stanley
  • harry bartleHarry Bartle
    EVP, Enterprise Sales, LifeYield

Join industry titan Gavin Spitzner as he leads this panel of senior executives through a discussion on how they implement at the household level.

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Services provided by SEI LifeYield, LLC, an unregulated subsidiary of SEI Investments Company (SEI). Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.