{"id":387327,"date":"2026-04-08T01:48:23","date_gmt":"2026-04-08T01:48:23","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/387327\/"},"modified":"2026-04-08T01:48:23","modified_gmt":"2026-04-08T01:48:23","slug":"next-week-rwm-takes-san-francisco","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/387327\/","title":{"rendered":"Next Week! RWM Takes San Francisco!"},"content":{"rendered":"<p><a href=\"https:\/\/ritholtz.com\/2026\/04\/evolution-of-alpha\/\" target=\"_blank\" rel=\"noopener nofollow\"><img fetchpriority=\"high\" decoding=\"async\" class=\"lazy lazy-hidden alignnone wp-image-355125\" data-lazy-type=\"image\" src=\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/04\/Iceberg-Alpha.png\" alt=\"\" width=\"720\" height=\"475\"  \/><\/a><\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>I am heading out to the West Coast with 9 of my colleagues to meet with clients of the firm in San Francisco on April 14-16! I\u2019ll also be hosting a <a href=\"https:\/\/ritholtz.com\/2026\/02\/rwm-coming-to-san-francisco-april-14-16\/\" target=\"_blank\" rel=\"noopener nofollow\">Masters in Business live<\/a> at the Bloomberg HQ at Pier 3.<\/p>\n<p>Reach out if you\u2019re interested in learning how <a href=\"http:\/\/ritholtzwealth.com\" target=\"_blank\" rel=\"noopener nofollow\">RWM<\/a> solves problems involving:<\/p>\n<p>-Capital gains tax management<\/p>\n<p>-Working out of (or around) concentrated stock positions<\/p>\n<p>-Planning the sale of a business<\/p>\n<p>-Bespoke fixed income strategies<\/p>\n<p>-Tax advantaged borrowing<\/p>\n<p>\u2013Employee Stock Option Plan Management<\/p>\n<p>-Maximizing the benefit of philanthropic giving<\/p>\n<p>-Efficient transfer of wealth to the next generation<\/p>\n<p>As we prepare for our upcoming meetings with our Bay Area clients, I can\u2019t help but reflect on how our firm\u2019s value proposition has evolved to meet an ever-expanding set of complex client needs. <\/p>\n<p>I detailed many of these last week in a post titled \u201c<a href=\"https:\/\/ritholtz.com\/2026\/04\/evolution-of-alpha\/\" target=\"_blank\" rel=\"noopener nofollow\">The Evolution of Alpha<\/a>.\u201d <\/p>\n<p>A generation ago, these solutions were viable only for the highest-net-worth households; they required a huge amount of time and effort, making them too expensive for all but the wealthiest families.<\/p>\n<p>This is no longer the case. <\/p>\n<p>Thanks to the innovative application of technology in wealth management, these same strategies are now available to far more households than ever before, and at an affordable price. Managing capital gains taxes, tax-advantaged lending, and orchestrating tax planning and investment management was made cost-effective through the intelligent use of software, data, and personalization.<\/p>\n<p>In my experience, it has been leading to client outcomes that simply weren\u2019t possible at scale just a few years ago. To learn more, send an email to <a href=\"https:\/\/ritholtz.com\/2026\/04\/next-week-rwm-sf\/mailto:info@ritholtzwealth.com?subject=RWM%20in%20San%20Francisco\" rel=\"nofollow noopener\" target=\"_blank\">info AT RitholtzWealth.com<\/a>, subject line \u201cRWM in San Francisco.\u201d<\/p>\n<p style=\"text-align: center;\">~~~<\/p>\n<p>Looking forward to seeing you in the Bay Area!<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>Previously:<br \/><a href=\"https:\/\/ritholtz.com\/2026\/04\/evolution-of-alpha\/\" target=\"_blank\" rel=\"noopener nofollow\">The Evolution of Alpha<\/a> (April 3, 2026)<\/p>\n<p><a href=\"https:\/\/ritholtz.com\/2026\/02\/rwm-coming-to-san-francisco-april-14-16\/\" target=\"_blank\" rel=\"noopener nofollow\">RWM Coming to San Francisco April 14-16<\/a> (February 26, 2026)<\/p>\n<p>\u00a0<\/p>\n<p>                    <a href=\"#\" rel=\"nofollow\" onclick=\"window.print(); return false;\" title=\"Printer Friendly, PDF &amp; Email\"><br \/>\n                    <img decoding=\"async\" class=\"lazy lazy-hidden pf-button-img\" data-lazy-type=\"image\" src=\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2025\/09\/printfriendly-button.png\" alt=\"Print Friendly, PDF &amp; Email\" style=\"width: 112px;height: 24px;\"\/><br \/>\n                    <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"\u00a0 \u00a0 I am heading out to the West Coast with 9 of my colleagues to meet with&hellip;\n","protected":false},"author":2,"featured_media":387328,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,176,61,60,174,175],"class_list":{"0":"post-387327","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-business","9":"tag-finance","10":"tag-ie","11":"tag-ireland","12":"tag-personal-finance","13":"tag-personalfinance"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/387327","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=387327"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/387327\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/387328"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=387327"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=387327"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=387327"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}