Private Client Trends & Developments in 2025
Watch this on-demand webinar for a recording led by Withum’s Private Client Service (PCS) Tax Team, aimed at providing clarity on market trends, common questions, and important planning considerations for High-Net-Worth Individuals.
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What should every private client and their teams be thinking or asking about as we enter Fall 2025?
View this on-demand webinar to:
- Evaluate provisions in the One Big Beautiful Bill for impact on client situations
- Identify when a Family Office structure should be considered
- Analyze borrowing and charitable giving strategies for implementation as part of an overall tax planning strategy
- Compare the benefits of owning real estate in an LLC versus a trust
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View this on-demand webinar to receive clarity surrounding market trends, top-of-mind questions, and relevant planning considerations within PCS.