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Focus on the Ultra-High-Net-Worth

Issues to consider

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As an ultra-high-net worth-individual or family office executive, you face a distinct set of considerations for tax and wealth planning. In today’s uncertain environment, those challenges can be particularly unsettling. Whether you’re facing the complexities of increasingly globalized assets, changing compliance regulations, a new and uncertain economic reality, the ongoing fluctuations of our regulatory environment — or likely all of the above — you seek insight that can help you to make informed decisions for effective tax and wealth planning.

This collection of articles focuses on a series of issues specific to ultra-high-net-worth individuals and families, offering guidance on the questions you may be asking as you go about your ongoing decision-making as well as your long-term planning processes.

Explore the issues

  • Internal Controls
    How internal controls can help family offices manage risk, and considerations for establishing and monitoring them over time.
  • Compensation considerations for high-net-worth families
    Compensation considerations that family offices and other private organizations face.
  • Family governance
    The importance of governance for ultra-high-net-worth families, and considerations for implementing a governance structure.
  • Wealth planning
    How wealthy individuals and families can address the potential for IRS examinations under the evolving audit approach by the IRS’s Global High Wealth Industry group.
  • Post-mortem considerations
    Managing the post-mortem administration process for ultra-high-net-worth families, what to expect, and special considerations.

Expanded Library

  • Post-mortem considerations
    Managing the post-mortem administration process for ultra-high-net-worth families, what to expect, and special considerations.
  • Wealth planning
    Estate planning considerations to address long-term wealth and legacy goals for you and your heirs.
  • Private aircraft
    Private aircraft options and important considerations for ultra-high-net-worth individuals and families.

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