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The Evolving Role of Valuation for HNW Clients
The Evolving Role of Valuation for HNW ClientsFor many years, valuation was viewed primarily as a defensive exercise—something undertaken when required for tax filings, audits, or disputes. Today, that role is evolving.As international tax transparency increases through initiatives such as the Common Reporting Standard (CRS), beneficial ownership reporting, and new global tax frameworks, valuation is becoming a proactive planning tool for high-net-worth (HNW) individuals and families. Rather than responding to tax events after they occur, advisers are increasingly using valuation to…
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