Announcing: Basis Northwest event dates
Taxable wealth innovation conference in Seattle, WA
Basis Northwest is an in-person taxable wealth innovation conference
Join us for two days of taxable wealth innovation, featuring big-stage presentations and small-group breakouts, all focused on preserving after-tax wealth.
When: Thursday, May 28 - Friday, May 29, 2026
Where: Seattle, WA (waterfront conference center, yes really)
Who: For taxable-wealth decision makers: RIAs, private banks, family offices, OCIOs, and product/platform teams that serve them.
Attendee goal: 100-200 persons (10-30 vendors)
Topic areas:
ETF innovation and tax efficiency
Custom indexing and leveraged strategies
Concentrated wealth management
Real asset diligence and tax
Estate and gift planning
Enterprise taxable wealth
The tax-aware long/short practitioner group has a breakout session scheduled. Let me know if you would like to be included in those discussions (more info later this week).
Registration will open near the end of January 2026.
Sponsoring Basis Northwest
Here’s a breakdown of who has expressed interest in attending…
173 tax-aware wealth practices
73 vendors (asset managers, fund sponsors, software, research)
I hired a full planning team, so no matter your goal (after-hours coordination, booths, activations, breakout sessions, etc.), we can make it turnkey.
Load-in is Wednesday May 27, so that the expo hall will be up and running when the conference begins.
Send me a message to discuss.
Memes…
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