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In times of significant change, it is easy to become paralyzed by uncertainty and indecision. However, such changes are inevitably accompanied by new opportunities. In this Wealth Planning Outlook, insights—and action items—are provided on the most vital planning issues amid epochal technological innovation in artificial intelligence (AI); an uncertain, though in many ways familiar, political, and tax landscape; and rapidly evolving attitudes on the greater meaning of wealth and legacy.

Effective tax and wealth planning can be a challenge, especially when there is a possible recession, elevated inflation, rising interest rates, and geopolitical strife. With this guide, you have the planning information and resources to help you make the right moves to plan for your family’s future and manage your wealth. In addition to insights on a myriad of tax issues and policies, this guide also covers topics related to setting up and maintaining a family office, charitable giving, crossing U.S.

For families with substantial diversified portfolio investments, costs are an important consideration when devising an overall wealth management strategy. While there are a range of cost estimates drawn from real world examples, each family’s wealth management cost formula is different when analyzing it through a framework and analysis of four parts: the evaluation of costs; factors that can cause costs to fluctuate; key questions to ask when evaluating wealth management costs; and best practices.