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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.