Our specialists update their guidance for strategic tax planning, portfolio management, charitable giving, and estate and gift planning every year. But this year, thoughtful planning is taking on new dimensions with tax reform now a reality. Our annual guide has been updated to reflect the impact of these changes to help you make informed decisions. In addition, we have new sections that can provide you guidance on succession planning and setting up a family office.
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Individuals and families that manage their wealth wisely tend to take an active role in doing so. Rather than leave everything in the hands of an advisory team, they make sure they’re knowledgeable about the key factors affecting their wealth. This entails understanding various legal, financial, and regulatory issues, as well as the economic and political landscape, both at home and abroad. This can be a tall order—one that our guide aims to help you meet.
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There are many different ways to pass the family business to the next generation, but it is important to start by understanding your family culture and values and defining a common purpose. This can help unite the family inside and outside the business.
A family office is an organizational construct for managing and overseeing wealth. Families take this step to coordinate services such as estate and tax planning, legal and investment advice and other administrative activities in one place, often for a single family client to maximize privacy and efficiency.
Potential tax reform could drastically alter how to approach tax planning. For this and other reasons, it is important that you stay actively involved in your tax planning before and after the 2017 tax year ends. In this section, we detail key considerations that may apply to you--from investment strategies like intra-family loans, to the timing of itemized deductions.
How do you create an investment strategy that balances risk and return and is flexible enough to capitalize on new opportunities as they arise? In this section, we outline key steps to consider in devising your personal investment plan.
Charitable giving can serve as an effective tool in your overall wealth management strategy. Making philanthropic donations may be an attractive alternative to dealing with a large, appreciated portfolio of securities. In this section, we detail the approaches that an individual or family should consider.
Thoughtful estate and gift tax planning helps you preserve your wealth and pass it on to your designated beneficiaries in the manner you choose. In this section, we discuss the various estate and gift tax planning options to help you make an educated assessment of which ones are best for you and your family.
What is sound risk management exactly? In this section, we discuss the many insurance options you can consider to protect your family and assets. Yet there’s more to it. Learn how to protect against IRS identity fraud and why it may make sense to create a trust or limited partnership.
Executives on business trips, children studying abroad and families with multiple citizenships are increasingly common facets of modern life. These situations also create complexities in US tax reporting and disclosure requirements, and for gift and estate planning. In this section, we cover the key considerations to help you understand the unique circumstances that arise from crossing borders.