Whether you’re dealing with capital gains from:

• A business sale
• Carry or co-investments
• Appreciated real estate
• Concentrated stock

Or simply want to invest more tax-efficiently - tax-aware long/short equity strategies could be a fit for you.

They allow you to:

• Customize your stock portfolio down to the individual stock level
• Potentially outperform the market with excess returns from the extensions
• Harvest capital losses in both up and down markets
• Gift your highest-performing stocks to a donor-advised fund or foundation

Just be sure you’re working with a manager and advisor who know what they’re doing - these are not simple strategies.