Guide to Tax and Wealth Management 2017


Individuals and families that manage their wealth wisely tend to take an active role in doing so. Rather than leave everything in the hands of an advisory team, they make sure they’re knowledgeable about the key factors affecting their wealth. This entails understanding various legal, financial, and regulatory issues, as well as the economic and political landscape, both home and abroad. This can be a tall order—one that this 2017 guide to tax and wealth management aims to help you meet. The guide provides a detailed summary of the key concepts and approaches pertaining to tax planning, investing, charitable giving, estate and gift planning, business succession, risk management, and family offices.

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