Overview
Entering this year, individuals and businesses faced significant macroeconomic risks—possible recession, elevated inflation, rising interest rates, and geopolitical challenges. The uncertainties they bring can make effective tax and wealth planning a challenge. With this guide, you have the planning information and resources to help you make the right moves to plan for your family’s future and manage your wealth. In addition to insights on a myriad of tax issues and policies, this guide also covers topics related to setting up and maintaining a family office, charitable giving, crossing U.S. borders, investment management, risk management, business continuity, and succession planning for a family business.