04-2022 FI O1 - Key Tax Planning Opps for HNW Individuals

Key Tax Planning Strategies for High-Net-Worth Individuals

There are many benefits that come with having a high net worth, but it also means tax planning is a bit more complex. If you don’t have a thoughtful tax strategy in place, you could miss out on key tax benefits and, when you’re paying more in taxes, that liability can have the effect of diminishing your net worth over the long term.