Click the 'X' in the top right corner to close this window.
Managing your wealth: Guide to tax and wealth management
In this Guide
Wealth management and tax planning, done right, requires careful thought. It can be an overwhelming task, especially with changing government policies and planned tax increases for high-net-worth individuals. PwC's 2013 edition of Managing your wealth: Guide to tax and wealth management aims to help you in that endeavor.
Explore individual chapters
-
Effective tax planning
Good tax planning is integral to sound wealth management. In today’s fluid tax environment you’ll want to consider a variety of strategies so that you will be well positioned regardless of tax policy outcomes, preserving your wealth in any scenario.
Read more -
Managing your investments
Personal engagement in your investment planning is critical in today’s world. Understanding the factors influencing investment performance and your advisors’ decisions will help you create a resilient investment strategy in a still-volatile market.
Read more -
Charitable giving
Tailoring your charitable giving to your family’s needs while also benefiting society can be among the most rewarding aspects of managing your wealth. Proper planning will help your charitable contributions go far in meeting both goals.
Read more -
Estate and gift planning
So that your wealth and envisioned legacy survive you, it is important that your intentions be well documented. Equally important is the need to routinely review your estate and gift plans to address any changes in tax laws and to ensure that your wishes remain accurately reflected.
Read more -
Business succession
The longevity of a family business depends on early and ongoing succession planning. Communicating the results of that planning to family members and other key stakeholders in a timely fashion will increase the likelihood that the business and its value will endure well beyond the leadership transition.
Read more -
Family meetings
Communicating a clear vision within families is important to the ongoing growth and preservation of family wealth. Family meetings can be highly useful in this regard, enabling senior members to impart the family’s values and mission to younger generations while engaging them in paving the path forward.
Read more -
Family offices
The managerial and administrative needs of high-net-worth families can be extensive, ranging from tax and estate planning to managing trusts and foundations. A family office can help meet those needs, tailoring the breadth and depth of its services to a given family’s requirements.
Read more -
Risk management
Protecting your family’s well-being and assets from various risks involves more than just obtaining adequate insurance coverage. It also entails making strategic choices about forms of asset ownership. Making wise decisions in these areas will help you preserve your family’s health and wealth for the long term.
Read more
2013 US CEO Survey
Creating Value in Uncertain times
Bob Moritz, US Chairman and Senior Partner, discusses the strengthening of US fundamentals.
Contacts
Brittney Saks- US Personal Financial Services leader
- Tel: +1 (312) 298-2450
More contacts
