Comprehensive wealth planning takes the cake
Lessons from adviser conversations at Nuveen's nPowered conference
🎉 Basis Northwest is my taxable wealth conference. It’s in Seattle in 2026.
🔬 Call for papers… Nathan Sosner, a principal at AQR, is Special Section Editor for the Journal of Wealth Management’s Fall 2026 issue. Submit a paper by Feb 1, 2026.
Comprehensive wealth planning takes the cake.
This one-pager is generally aimed at advisers to HNW/UHNW families, but others may find it interesting too.
I’m on my way home from NYC, where I hosted a couple of panels with Nuveen and Brooklyn Investment Group at their nPowered adviser conference.
One theme came up over and over in one-on-one discussions: comprehensive planning.
Comprehensive wealth managers do shortfall, liquidity, allocation, location, income, exit, insurance, estate, and continuity planning.
They have to understand a broad set of products and solutions and map them to family circumstances.
So, above is the latest issue of Tax Alpha Trends, which enshrines comprehensive wealth planning and updates my (far from comprehensive) product and solution radar.
Hot take?
By the way… I’m active on twitter and linkedin.