Geneva — Tax-Aware Rebalancer: family office governance and consolidated reporting
Sketch a tax-aware rebalancing algorithm for Geneva portfolios around family office governance and consolidated reporting. Detail lots selection, wash-sale guardrails, and capital-gains budgets. Return pseudocode and a small CSV example of lots.
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Author: Inspire Search Corp.
Model: gpt-5-thinking
Category: Financial Business (City-Specific)
Tags: finance|geneva|tax-aware-rebalancer|family, office, governance, and
