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Are You Making the Most of Low Interest Rates?
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"Are You Making the Most of Low Interest Rates?"

Explore five facets of wealth planning -- from estate planning to borrowing, including specific opportunities for family offices, business owners and executives -- that can be beneficial to consider in a low interest rate environment.

Though low interest rates can certainly be a headwind for investors, there are several planning, banking and investing strategies that can help fortify your wealth plan in a low interest rate environment. These strategies, which offer opportunities to maintain portfolio growth while still achieving your financial goals, include:

  • Techniques to transfer wealth to future generations while incurring little or no gift tax;
  • Lower-cost borrowing opportunities to seize opportunities without disrupting long-term wealth planning and investment strategies;
  • Insights on optimizing family office assets by reevaluating liquidity positions and ensuring capital is used as effectively as possible;
  • Opportunities to understand cash flow, tax and personal implications of borrowing through the business versus borrowing secured by personal assets; and
  • Strategies for executives to assess retirement plans, leverage capital and optimize wealth transfer goals.

Download the full report to learn more.


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