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Key Concepts in Wealth Planning

We are pleased to offer a series of educational videos introducing US clients and prospects to key concepts in wealth planning.

These videos provide information about strategies and tools that may help clients achieve their unique goals and objectives throughout their wealth planning journey.  

Select a series below to learn more about each topic.

Wealth Video Series

An Introduction to Wealth Planning

To help our clients understand the basics of wealth planning, we introduce and explain foundational wealth planning concepts. 

An Introduction to Advanced Gift Planning Strategies

Implementing advanced gifting strategies can help you, and your family, create integrated wealth management plans that are consistent with your stewardship goals.

Wealth Planning for Owners of Closely-Held Businesses

There are various structures that can be used to operate a closely-held business in the US, each of which comes with its own set of planning opportunities.

Asset Protection Planning

Asset protection planning is an important part of any comprehensive financial plan.

Benefits of Charitable Giving

Perspectives to consider on how to effectively develop and implement a charitable giving strategy. 

About the Team

GS Private Wealth Management

In Private Wealth Management, we help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Goldman Sachs. Learn more about our capabilities.