Managing Your Wealth: 2014 Guide to Tax and Wealth Management

Wealth management and tax planning, done right, require care and a thoughtful approach. Helping you be vigilant in these and all other aspects is the purpose of this guide, which walks you through the key concepts and approaches pertaining to tax planning, investing, charitable giving, estate and gift planning, business succession, family meetings, family offices, risk management, and cross-border considerations. The current edition of this guide has been updated for the latest legal, economic, and legislative developments, included a new chapter on cross-border considerations, reflecting the international diversity of high-net-worth families and the global interconnectedness of economies and markets generally.