The "Bring Your Own Assets" ETF Trend Is Real—And We're Ahead of It

A new Ignites article spotlights Section 351 ETF conversions as a solution for the industry's persistent challenge: getting new funds past the $100 million threshold.

At Scharf, we've already been there. Earlier this year, we executed an approximately $900 million Section 351 conversion—one of the year's largest.

Why the momentum? Wealthy clients hold trillions in appreciated positions. Section 351 lets them restructure tax-efficiently without selling.

The catch: operational complexity is significant. Diversification requirements, cost basis precision, regulatory risk—it all matters.

But for advisors with the right clients and the right partners, this is a powerful planning tool.

Want to discuss whether Section 351 fits your practice? Let's talk.

https://www.ignites.com/c/5033214/700484/shortcut_launches_free_exchanges?referrer_module=emailMorningNews&module_order=0&code=ZEhOc2IzTmlkWEpuUUd4NVkyVjFjMmR5YjNWd0xtTnZiU3dnT1RRME16STRNeXdnT1RJMU5qZzVOekE0