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Individual Tax and Wealth Planning

As an ultra-high-net-worth individual, you are presented with many opportunities in an increasingly global economy. However, you and your family will continue to face challenges ranging from increasing regulation to expanded calls for tax increases as federal, state, and local governments attempt to raise additional revenue. Explore the myriad issues for effective long-term tax and wealth planning for ultra-high-net-worth individuals and families, as well as family offices.

Featured insights

Making the most of a gift horse
Considerations to address now for wealth transfer opportunities available only in 2012.
Planning for 2013: Income tax considerations to address now
A Deloitte Insights video featuring planning considerations amidst uncertainty over 2013 individual tax rates.
Tax rate outlook for high-income individuals
Analyzing the prospects of Congress changing tax rates on earned income and income from capital gains and qualified dividends, particularly as they apply to more affluent individuals.
U.S. estate and gift taxation of resident aliens and nonresident aliens — 2010–2012
Learn about U.S. estate and gift tax considerations for resident and nonresident aliens of the United States, including answers to common questions.