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

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.