Wealth Planning Considerations in a Changing Tax Landscape

Are you ready for 2025?

  • Wealth Planning

Wealth Planning Considerations in a Changing Tax Landscape: Are you ready for 2025?


As we approach year-end and the sunsetting of current estate and gift tax exemptions in 2025, are your clients and their families prepared for the changing tax landscape?

Watch our recent webinar for Rockefeller clients and prospects on timely wealth planning considerations featuring Rockefeller Global Family Office leaders from our Wealth Strategy and Trust practices. The event covers perspectives and best-practices on a broad and important range of topics including year-end tax planning, core estate planning, wealth transfer strategies, and trustee selection. Our guest speakers included:

  • Jason Thompson, Chief Wealth Strategist
  • Elisabeth “Lisi” Madden, Head of Fiduciary Services
  • Timothy Laffey, Head of Tax Policy & Research
  • Katherine DiSalvo, Senior Trust & Estate Advisor