2025/2026 Tax Planning Guide – Private Client Group

For high-net-worth families, the path forward is shaped by priorities that are both complex and unique. Effective tax planning can assist not only in minimizing liabilities today but also in positioning wealth for long-term growth, resilience, and impact. From structuring efficient wealth transfers to the next generation to integrating charitable endeavors into a broader financial strategy, thoughtful preparation is essential. With tax minimization remaining a priority for high-income taxpayers, especially those subject to additional taxes and phaseouts, download the guide for practical insights to help you approach the future with confidence and navigate an evolving tax landscape with clarity and foresight.