2014 Guide to Tax and Wealth Management

Wealth management and tax planning, when done right, require care and a thoughtful approach. This has been particularly true these past several years, as high-net-worth individuals and their families looked to recoup losses from the early days of the financial crisis — and then determine the best path forward in the long term.


Our guide will walk 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. Each chapter contains the latest legal, economic, and legislative developments to help steer discussions with your advisors and family members to make well-informed decisions about your wealth management.