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Building a Sustainable Family System in the United States: An Integrated Planning Framework for Identification, Taxation, Asset Structure, and Risk Management

Over the past few years, I have dealt with more and more families who have moved to the United States. They come from completely different industries and backgrounds, but they all face the same problem: every decision they make in the United States—status, taxation, insurance, asset allocation, risk isolation, inheritance—is interconnected, but they are forced to deal with it in a "fragmented" way. When a family tries to confront a highly systematized country in a fragmented

Yaohui Wang

Dec 56 min read