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wealthtech on deck podcast - Mark Hoffman

SEI Acquires LifeYield with Mark Hoffman and Paul Samuelson

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This week, Jack Sharry is joined by LifeYield co-founders Mark Hoffman and Paul Samuelson to discuss SEI’s acquisition of LifeYield. They explore the strategic implications for LifeYield, the integration of multi-account management, and the benefits of Unified Managed Household for clients and the broader industry. They also discuss the comprehensive service capabilities the SEI-LifeYield partnership provides, focusing on improving financial outcomes through advanced tax optimization and holistic portfolio management.

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SEI LifeYield  |  175 Federal Street, 7th Floor  |  Boston, MA 02110
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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.