Six Reasons to Put Tax Policy Ahead of Investment Policy
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Taxes First, Then Math is the decision-making paradigm of the ultra-wealthy, and for good reason. For several reasons, actually, and this blog will highlight some of them. Let’s begin with the core premise that the richest Americans overwhelmingly employ family offices to handle their financial affairs, and it’s hard to imagine a family office that does not have one or more tax professionals in a key client-facing role.