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2017 essential tax and wealth planning guide

Unlock up-to-date advice

You never really close the door on tax and wealth planning. Tax policy, economic cycles—they’re in constant flux. Our planning tools can help you keep up.

Installment three: 2017 essential tax and wealth planning guide

Deloitte’s three-part 2017 essential tax and wealth planning guide covers a range of topics critical to effective planning.

  • Installment three: Download the new release to learn more about what family offices should consider to manage risks and protect assets; considerations for wealthy individuals working or investing abroad
  • Installment twoTax policy and elections (updated post-election), philanthropy, post-mortem considerations, and tax implications of fund investing
  • Installment one: Individual income tax planning, wealth transfer planning, and unique investments

Life events, market disruptions, and regulatory change will continue to unfold around you. It just makes sense to plan early and revisit plans often to understand the immediate and long-term benefits of the decisions you face. The topics we cover in the guide will support your long-term view while you shape and refine your strategies over time.

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“Globalization” may have only seemed an abstract and distant term yesterday. Today, with companies and businesses expanding their footprints, workforces, and talent, and investment capital becoming more mobile, globalization is truly unstoppable. The world we live in is increasingly borderless. It is no longer uncommon to see cross-nationality marriages, members of the same family living in different countries, or individuals living in one country but working in another. Understanding how to manage global tax obligations effectively has become more important for many individuals and families.

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Family office

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The roots of the family office extend back to the late 19th century when many family offices were founded to manage the significant fortunes of successful tycoons. While the original family offices were in many cases established for those individuals who had created large manufacturing empires, today we observe many hedge fund and private equity founders, as well as technology and real estate entrepreneurs, forming family offices following a significant liquidity event.

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Family office

Installment one and two of the guide

Select a topic from the tiles below and download the individual sections.

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