Most investors obsess over pre‑tax returns.

But if you’re in a high bracket, the real question is:

“What am I actually compounding after-tax over the next 10–30 years?”

In my newest YouTube video, I build a $10M portfolio from scratch and show you exactly how I think about that problem for $5M+ families.

Here’s what I walk through:

• How I invest the $10M across taxable / IRA / Roth
• How I use tax‑aware equities, real estate, and hedge funds to reduce drag
• How to execute tax‑free Roth conversions to avoid ugly RMDs later in life
• How to optimize around multigenerational wealth transfer

If you’ve ever wondered what a genuinely tax‑aware portfolio looks like beyond direct indexing and some muni bonds, this is the full breakdown.

And the “pontential” tax savings are huge! (you’ll get it when you watch the video 😉)

If you want to see what a version of this would look like with your actual numbers – accounts, tax brackets, liquidity events – that’s exactly what I do 1:1.