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Investments & Wealth Review - November/December 2025

Strategic Tax Planning Opportunities for Family-Owned Businesses

A Holistic Approach
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A qualified tax advisor can identify key actions to strengthen a family’s financial foundation and support long-term growth and multigenerational wealth.
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About Investments & Wealth Review

Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.