Andersen Global
2026 Wealth Planning Strategies & Leading Practices
Explore comprehensive wealth planning strategies tailored for ultra-high-net-worth individuals, families, and their advisors.
Navigate the Evolving Tax and Financial Landscape in 2026
The tax, economic, and regulatory environment continues to shift, creating both new opportunities and complexities. The One Big Beautiful Bill Act has fundamentally reshaped federal tax policy, making permanent certain provisions while introducing new limitations that require strategic reassessment. Whether you are optimizing tax positions, preparing for major life transitions, protecting assets, or building a legacy for future generations, thoughtful planning is paramount.
Inside the Guide
Our guide encompasses core themes to help you navigate an evolving landscape. Expand each section to preview practical strategies and forward-looking perspectives.
Understand the permanent changes introduced by the OBBBA, including extended income tax rates, enhanced estate and gift tax exemptions, and critical limitations on itemized deductions and charitable contributions. Elevated tail risks including higher energy costs, credit-cycle stress, and fiscal uncertainties, require greater planning resilience.
Develop practical strategies for managing federal and state income taxes across complex business structures, including pass-through entities and multistate operations. Consider how enhanced QSBS benefits, PTET elections, and evolving IRS enforcement priorities shape planning for business owners and investors.
Explore retirement vehicles and distribution strategies utilized by ultra-high-net-worth individuals and families. Rather than following a standard approach, advanced planning techniques coordinating IRAs, Roth strategies, qualified plans, and charitable tools can support effective wealth transfer.
Discover how OBBBA changes have reshaped charitable deduction strategies. Learn which vehicles—donor-advised funds, private foundations, and charitable trusts—work best for your philanthropic goals and explore innovative approaches that maximize both tax benefits and charitable impact.
Consider the full spectrum of wealth transfer techniques available to you, and learn how permanently increased exemptions create a more favorable environment for multi-generational planning. Become familiar with strategies from annual gifting to sophisticated trusts and family entities, and how to coordinate them with your broader wealth objectives.
Learn how family offices are adapting to heightened complexity, cybersecurity risk, AI-driven automation, evolving investment strategies, and increased regulatory scrutiny.
Access The Full Guide
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