5 Strategies to Turn Uncertainty into a Planning Opportunity

July 30, 2026

Time to Read: 7 minutes

Rising complexity across markets creates uncertainty and volatility. But these same challenges can also present meaningful planning opportunities.

By refining structures, improving tax efficiency, and proactively planning, families with significant wealth can take advantage of the current environment to position assets for long-term goals.

Five strategies may be especially relevant in uneven markets:

Gifting while assets have lower valuations
Grantor Retained Annuity Trusts (GRATs) and Spousal Lifetime Access Trusts (SLATs)
Roth IRA conversion
Tax-loss harvesting
Proactive fiduciaries

To see what these strategies look like in practice, read the full article.

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This material is provided for illustrative/educational purposes only. All investment strategies referenced in this material come with investment risks, including loss of value and/or loss of anticipated income. Past performance does not guarantee future results. This material is not intended to constitute legal, tax, investment, or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation.

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