Tell Congress Where You Stand - Act Now
Robert Panetti, CFA®
Managing Director, Private Advisor
Rockefeller Global Family Office
Shirley Quackenbush
Managing Director, Private Advisor
Rockefeller Global Family Office
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Investors have been exposed to a challenging equity market stemming from the current geopolitical environment.
At this point, it may be difficult to predict whether global financial markets will continue to struggle and take more losses or begin to rebound.Nevertheless, investment portfolios have been negatively affected by the recent volatility, giving up substantial parts of recent years’ gains.
Today’s market challenges do, however, present unique opportunities for individuals and families to implement thoughtful and effective planning strategies geared toward income and estate tax savings. The current environment also in many cases may necessitate a renewed focus on component parts of financial plans potentially impacted by the sell-off.
The following Rockefeller Insight provides details on a selection of those planning strategies and considerations.
Those searching for a “silver lining” in the recent market sell offs may very well find one through opportunistic tax planning.
Read Rockefeller Global Family Office’s Full Whitepaper – Click Here
About Rockefeller Global Family Office
Life’s grandest visions require thoughtful plans. At Rockefeller Global Family Office, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. Our team is able to provide solutions to your unique challenges, while providing an elevated level of service.
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Family Enterprise USA Action engages with legislators on Capitol Hill on behalf of family offices, hardworking families, and family-owned businesses. It is focused exclusively on the critical tax and economic policies that impact them. Since 1995, FEUSA Action has been the leading advocacy group working daily in Washington, D.C., to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile policies that punish hardworking taxpayers and success in the U.S. It is a bipartisan 501.c4 organization.