Managing your Wealth: Guide to Tax and Wealth Management 2016

In addition to passing on knowledge, there are various ways to pass on wealth, and that is where smart estate planning and planned gifts come into play. This guide seeks to give you a quick reference to how families can manage wealth, considering taxes, additions of new family members, managing risk, and charitable objectives. It addresses issues common to high-net-worth families, and it should help identify issues most relevant to families and their wealth advisors.