Tax reform was a watershed event for practitioners with high-net-worth (HNW) clients. Practitioners had a tremendous amount of work incorporating the new provisions into their clients’ wealth strategies to ensure those strategies were still in keeping with clients’ goals. Practitioners also had a unique opportunity to engage with clients and foster stronger bonds, helping cement relationships for years to come.
ARTICLE ACCESS REQUIRED
Please Log in if you are currently a Trust&Estates subscriber, or select DAYPASS for our new 24 hour access (nominal fee required).
If you are interested in unlimited article access for one year, please select Annual Subscription below.