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What is a Unified Managed Household?

The evolution from single-account management to multi-account portfolio management that aims to improve outcomes by minimizing tax drag.

Graphic showing the different components of Unified Managed Household (UMH)
Graphic showing the different components of Unified Managed Household (UMH)

The Solution

Single account tax management is a start.

Multi-account tax management could increase after-tax returns by up to 33%*

SEI LifeYield Tax-Smart Multi-Account Management on a Portfolio of $2MM

Hypothetical illustration of a couple with $2 million in combined assets, ages 57 and 60, and assuming deaths at ages 93 and 90, respectively. Chart compares the couple’s returns by year when their taxable and tax-qualified accounts are managed individually vs. when they’re managed at the multi-account, household level using SEI LifeYield tax optimization technology.

*Methodology validated by EY.

For illustrative purposes only. Not to be considered investment advice.

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Industry-leading household tax management APIs

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Services provided by SEI LifeYield, LLC, an unregulated subsidiary of SEI Investments Company (SEI). Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.