Make Your Voice Heard on Capitol Hill
Robert Panetti, CFA®
Private Advisor, Managing Director
Rockefeller Global Family Office
Shirley Quackenbush
Private Advisor, Managing Director
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.
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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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