Get exclusive updates as we build the industry’s first automated, multi-account Unified Managed Household. SIGN UP NOW
wealthtech on deck podcast - J. Womack

The Road to UMH: Why Tax Optimization Is the New Battleground with J. Womack

Listen on Apple Podcasts

Listen on Spotify

This week, Jack Sharry talks with J. Womack, Head of Asset & Income Optimization at SEI. In his role, J. drives revenue growth by helping investors keep more of what they earn by optimizing their household assets for tax and retirement income. He focuses on expanding SEI’s ability to deliver differentiated, client-centric wealth solutions that improve financial outcomes at both the household and enterprise level.

Jack and J. explore the growing importance of tax management in wealth creation and how the industry is moving toward the UMH. J. also discusses the distinction between a multi-account UMA and a multi-account UMH, how the convergence of technology, operations, and products is setting a new standard for value delivery in the industry, and why tax optimization has become one of the most powerful differentiators in wealth management today.

SEI LifeYield info@lifeyield.com
SEI LifeYield  |  175 Federal Street, 7th Floor  |  Boston, MA 02110
© 2025 SEI®. Services provided by SEI Investments Company through its affiliates and subsidiaries.
Privacy Notice  |  Terms of Use  |  
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.