Guide to Tax and Wealth Management 2016

Continuous learning and adapting is essential to effectively managing wealth and accomplishing family goals and missions. Having a guide and quick reference to key information—best practices and latest economic, legislative, and risk management developments—is an important element to ensuring long-term plans are up to date. Like the families themselves, family wealth requires care, thoughtful attention, and flexibility. The key is keeping informed in the fundamental areas of wealth management, practicing active engagement, and being ready to act.