Wealth planning is about much more than retirement or wealth transfer, it’s about fully realizing your personal goals and vision. We bring more than two centuries of experience to bear with the expertise to achieve your vision.
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This paper by the Council on Foundations, BNY Mellon, and Give2Asia explores the opportunities and challenges that face global families as they seek to conduct cross-border philanthropy.
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The need to maintain exposure to a stable, income producing, tax-sensitive asset class with an emphasis for liquidity remains prominent as we navigate a potentially much more volatile environment.
Several provisions of the Act are worth highlighting, as they could have an impact on your ability to grow assets, manage taxes and protect retirement assets.