PricewaterhouseCoopers has published the firm’s annual guide to tax and wealth management, “Managing Your Wealth.”
The latest edition aims to help individuals, families, and business owners better understand and refine their wealth management strategies. The guide reflects recent legal, economic and legislative developments that could have an impact on wealth management plans, including government deficits, changes in estate tax law, and potential shifts in tax policies.
The guide, and an online resource center, include advice from PwC on topics such as effective tax planning, managing investments, charitable giving, estate and gift planning, business succession, family meetings, working with advisors, family offices and risk management.
“Fundamental changes in government policies will impact wealth management plans, underscoring the importance for high-net-worth individuals and their families to anticipate how those changes might affect them personally,” said Brittney Saks, a partner with PwC’s Private Company Services practice and editor-in-chief of this year’s guide. “Families should start by having open meetings among themselves and with their advisors to reach a mutual understanding of the family’s goals and values. The better informed that advisors are in this vein, the better they can help the family navigate uncertainty, both political and economic.”
The guide is available as a free download at www.pwc.com/us/pfs and is supported by an online resource center.
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