Dinner details
Join Brad Genser and some of our top VC partners for a private and intimate dinner in the heart of Lower Manhattan.
Farther recently reached unicorn status and just closed a $150M Series D. This is your opportunity to hear directly from our co-founder and the venture capital partners behind our growth — and to connect with peers who are asking the same questions about the future of the industry.
We’ll have a candid conversation about where wealth management is headed, what independence actually looks like, and why some of the most accomplished advisors in the business are choosing the modern wirehouse — Farther.
Seats are by invitation only and space is very limited.
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ABOUT FARTHER
Farther is the Intelligent Wealth Platform, natively built to unlock greater wealth for advisors and clients. We're a modern wirehouse, built on better rails with AI at our core, enabling operational efficiencies that allow us to deliver industry-leading advisor payouts and a client experience that just works. Advisors who join Farther come from the top of the industry. They bring their clients, their expertise, and their ambition — and they find a platform that's built to match all three. No bureaucracy. No conflicts of interest. Just the freedom and resources to grow, and the opportunity to keep more of what they earn.
Assumes the following:
- Initial investment of $1MM.
- Farther’s tax alpha is calculated by adding cash equal to 1% of the previous month’s benchmark (non-tax-aware) portfolio value, while ensuring both tax-loss harvesting (TLH) and benchmark portfolios receive identical contributions.
- Tax rates used are 40.8% for short-term gains (under one year) and 23.8% for long-term gains (over one year).
- Harvested losses generate immediate tax credits that are reinvested.
- The process involves harvesting losses, blocking wash-sale securities, selling overweight positions to restore portfolio balance, purchasing new positions, and repeating the cycle when those new positions later decline in value.
- Calculations assume a 10 year time horizon and 8% average market return.
- 2.55% additional return received from tax-loss-harvesting based on Farther Asset Management research. This assumes there will be portfolio fluctuations including losses within the portfolio (losses can cause the value of the portfolio to be less).
- 0.27% additional return for tax-aware investing in tax-efficient accounts (when available) based on Farther Asset Management research. This also varies based on individual tax rates.
- 0.46% additional return due to inclusion of alternative investments, based on Conversus Stepstone Private Markets research.
- Additional 0.35% for regular rebalancing of the portfolio to achieve the desired allocation, based on Kitces Daily Review: “Finding The Optimal Rebalancing Frequency – Time Horizons Vs Tolerance Bands”.
- The subtraction of a 0.10% portfolio management fee.
- This does not include any transaction costs or advisory fee. A model fee should be used if applicable. The additional fee will cause the portfolio value to be lower.
