Most Popular Articles
The great ownership transfer: Helping business owners protect their legacy and define what comes next
Wealth Strategies in PEVC
Wealth strategies for PE/VC professionals must evolve along their career arc to address shifting liquidity, tax exposure, and risk profiles.
Advanced QSBS Strategies:
The OBBBA expands QSBS tax perks with tiered exclusions and higher gain caps. See how you can rethink equity exit, gifting, and planning strategies.
Guiding the Next Generation of High-Net-Worth Clients:
Find out how the next generation of HNWIs are more entrepreneurial and prioritize stability, flexibility, and mental health over traditional markers of success.
Year-End Planning Resources:
Insights and strategies for navigating tax and estate planning amid sweeping tax law changes.
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Carried Interest Planning
Carried interest presents a unique opportunity for tax-efficient wealth transfer, especially when it's low initial value and high growth potential are leveraged through structures like IDGTs and SLATs.
No-Fee, No-Carry Co-Investments
This guide offers a planning-first framework to help evaluate co-investment opportunities, balancing conviction with diversification, and more.
Estate planning for tax-year 2025: Readiness beyond exemptions
See how OBBBA reshapes estate planning with higher exemption levels and inflation indexing. Learn why updating your plan is essential for long-term gifting strategies.
Your Financial Inner Circle: Building the Right Advisory Team
Managing significant wealth requires financial expertise and a team of expert advisors. Understand how to select your experts to foster effective collaboration.
Building Your Philanthropic Legacy with Charitable Giving
See how including charitable giving strategies in your estate plan can help you achieve your philanthropic goals while supporting the causes you care about.
Incorporating Charitable Giving into Your Estate Plan
See how charitable giving can be effectively integrated into your estate plan: Donor Advised Funds (DAFs), Private Foundations, Split-Interest Trusts.
Wealth transfer planning: Strategies for a seamless transition
High-net-worth individuals face additional complexities in wealth transfer planning due to intricate tax considerations and the nature of their diverse asset portfolios.
Transfer taxes and state-level estate planning: How to protect your wealth across states
Several states have their own transfer taxes on wealth. See how you can safeguard your legacy and minimize taxes across jurisdictions.
The Benefits of a Delaware Trust
Delaware trusts offer strong asset protection features that protect wealth from creditors and legal claims while maintaining privacy.
Embracing Economic Power: A New Era for Women's Wealth
The largest wealth transfer in history is putting women in control of $34 trillion. Learn how to confidently manage your financial future with expert guidance and custom strategies.
Navigating Financial and Estate Planning for High-Net-Worth LGBTQ+ Couples
Learn how high net worth LGBTQ+ couples can build a secure financial future and navigate unique legal, estate planning, and tax considerations.
Family Offices: What They Are and Why You Might Need One
A family office can provide a coordinated and tailored approach to managing financial, legal, and personal affairs for UHNW families. Learn more here.
Protect Your Wealth After You're Gone: A Guide for Your Loved Ones
Setting up your estate involves much more than signing and executing estate planning documents. Here's what you need to know so your loved ones will have the information they need after you pass.
How You Can Maximize Tax Efficiencies
See how effective structuring and investment interest expenses could lead to tax savings.
Why you should plan for the estate tax exemption now
Don't wait until it's too late. Learn why implementing your estate planning strategies before 2026 could be effective in reducing your taxable estate.
Executing a Tax-Efficient Exit from a Concentrated Stock Position
Successfully exiting a concentrated stock position requires a structured approach to ensure outcomes are aligned with your goals.
How to Choose a Financial Planner
A financial planner can be a valuable resource to help you with your financial goals.
Planning the Pivot: From Equity Risk to Portfolio Balance
Tax implications often discourage diversification, increasing downside risk. See how expert-led approaches may reduce exposure while preserving long-term wealth.
8 Duties and Responsibilities of a Trustee
A trustee is in charge of managing a trust and following the terms of the trust. Here are 8 trustee responsibilities that may accompany this important role.
Wealth management & taxes: planning for financial prosperity
Private Wealth management tax planning is a valuable investment for high-net-worth individuals. These strategies can help trim taxes for you and your loved ones.
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Citizens Private Wealth Management does not provide legal or tax advice. The information contained herein is for informational purposes only as a service to the public and is not legal advice or a substitute for legal counsel. You should do your own research and/or contact your own legal or tax advisor for assistance with questions you may have on the information contained herein.
Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC ("CFA"), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC ("EPS") or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.
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