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Wealth Strategy

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Aging parents – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Aging - Talking to clients about protecting their par... Details

Updated: Jun 2022

Aging – Talking to clients about protecting their parents’ financial well-being

This advisor presentation illustrates ways to help HNW clients with aging parents when it’s time to transition care and control of... Details

Updated: Oct 2022

Not available to order

Business transitions – Planning basics for clients selling a business

This advisor presentation describes how to help clients who are considering transitioning their business build the right team and ... Details

Updated: Oct 2022

Not available to order

Charitable giving – Which organizations can receive tax-deductible contributions?

Chart to help clients understand the types of organizations that can receive charitable donations, a... Details

Updated: Jan 2022

Estate planning – Partnering with attorney and client to conquer key process challenges

This advisor presentation describes six ways to help HNW clients navigate the estate planning proces... Details

Updated: Oct 2022

Not available to order

Family governance – Steering clients and their families through successful transitions of wealth

This advisor presentation offers a framework for facilitating a healthy and productive family wealth... Details

Updated: Oct 2022

Not available to order

Finalizing a divorce – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Divorce – Helping newly divorced clients cross the fi... Details

Updated: Jun 2022

Gifting assets – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Gifting - Breaking down some basics for clients gifti... Details

Updated: Jan 2022

Gifting – Breaking down some basics for clients gifting to loved ones

This advisor presentation describes key financial and tax implications HNW clients should understand when considering gifting sign... Details

Updated: Oct 2022

Not available to order

Holistic Wealth Strategy Program Catalog - Discover our suite of wealth strategy insights and client tools

Catalog of advisor presentations on a range of high net worth planning topics like tax and estate pl... Details

Updated: Apr 2023

Max: 50

Life and career transitions – Guiding clients toward their best retirement (while building your business)

This advisor presentation outlines seven ways to guide high net worth clients toward a fulfilling re... Details

Updated: Oct 2022

Not available to order

New parents and estate planning – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Parenthood - Starting the estate planning conversatio... Details

Updated: Jun 2022

Parenthood – Starting the estate planning conversation with new parents

This advisor presentation outlines some estate plan basics that clients should consider, including key documents, roles and respon... Details

Updated: Oct 2022

Not available to order

Philanthropy – Helping clients optimize their charitable giving strategy

This advisor presentation provides a framework to help HNW clients identify giving strategies that can meet both their charitable ... Details

Updated: Oct 2022

Not available to order

Preparing for an inheritance – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Wealth transfer – First steps and fundamentals for cl... Details

Updated: Jan 2022

Remarriage and estate planning – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Remarriage – Preparing clients for better and for wor... Details

Updated: Jun 2022

Remarriage – Preparing clients for better and for worse

This advisor presentation highlights nine financial and estate planning pitfalls common with an “other than first” marriage or a b... Details

Updated: Oct 2022

Not available to order

Tax planning and charitable deductions - What you gift – and to whom – matters

Chart to help clients understand how a donation’s tax deductibility may differ depending on the gift recipient and gift type Details

Updated: Jan 2022

Tax planning - Identifying strategies for clients in three key generations (WSP presentation)

This advisor presentation highlights key planning opportunities available under current tax law that... Details

Updated: Mar 2023

Not available to order

Values and legacy – Client worksheet

A worksheet to help clients think about the legacy they wish to leave and how they can begin to lay the groundwork Details

Updated: Jul 2022
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