Our Insights

Wealth Themes

November 2022


This edition of Supporting Your Client Communications features articles that focus on various tax planning strategies and opportunities to reduce your 2022 tax bill, as the year-end approaches. Articles include:


  • 2022 Year-End Tax Planning Tips

  • Consider Tax-Loss Selling in Your Year-End Planning

  • Understanding Capital Losses

  • Donating Appreciated Securities


To read more, click here.

Family Governance - An Introduction

Families that have multi-generational intentions are often seeking information on how to create a legacy for
their wealth. They also have questions about how to get started with preparing and educating heirs for this
purpose. Each family situation is different, and there are best practices and specific family and enterprise
considerations that will guide the path forward. The uniqueness of each situation can include regional and
cultural differences around the globe. Family enterprises occur when all assets, such as business(es), financial
assets, philanthropy, and family are interconnected together through ownership and engagement. Read more here.