The wealth management landscape, with fluctuating global financial markets, regulatory intricacies, and a return to higher tax rates, has increased the need for effective planning to help preserve and grow wealth throughout 2015, according to PwC’s latest wealth guide.
These themes and the necessary strategies to help support high-net-worth individuals and business owners are outlined in the latest edition of PwC US’s Managing Your Wealth: Guide to Tax and Wealth Management, which launches today.
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"A major challenge in producing and preserving wealth reflects the ability to navigate an overwhelming level of complex information in an era of constant change," said Brittney Saks, PwC’s US leader for the Personal Financial Services practice and the Guide’s editor-in-chief. "Separating the distractions from what really matters continues to be vital to financial wellness. A sound wealth-management plan helps keep individuals and families on an even keel in this uncertain environment."
Many of the issues discussed in the 2015 Guide merit attention beyond tax season, such as business succession and family meetings. "Ideally, the Guide will assist year-round in fostering trusted relationships with advisors and lasting value for families," explained Saks.
Available for download at www.pwc.com/us/pfs and through the PwC 365 app, the latest edition of the Guide explains complex wealth-management strategies in easy-to-understand language. Like previous editions, it’s supported by an online resource center that lets users download specific chapters or the full book. They can also view video interviews with partners on important financial planning topics and access other PwC resources about personal finance and wealth management.
Together, the Guide, online resource center, and digital app serve as a reference for overall wealth-management planning, with particular focus on:
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By GlobalData- Effective tax planning
- Managing investments
- Charitable giving
- Estate and gift planning
- Business succession
- Family meetings
- Family offices
- Cross-border tax considerations
- Risk management
