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2022 Wealth Planning Outlook: Wealth, Redefined
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"2022 Wealth Planning Outlook: Wealth, Redefined"

The release of this year’s Wealth Planning Outlook coincides, broadly, with the two-year mark since the onset of the pandemic. While 2020 and 2021 brought unprecedented change, we now find ourselves, to some degree, navigating what’s come to be familiar terrain: extended work-from-home is no longer the unknown; rather, it is the shape of return-to-office

As anticipated, new strains of the coronavirus continue to emerge, yet we now have, at least, blueprints for mitigating outbreaks. A number of significant societal developments fueled by the COVID-19 crisis are now, we believe, part of our culture.

It is the trajectory of such issues that we largely discuss in this year’s outlook: heightened awareness of purpose — whether fulfilling one’s personal potential or promoting one’s values through more deliberate investing and giving — is unlikely to abate. A keener sense of our own and our loved ones’ human fragility will persist. And the startling evolution and subsequent embrace of technology by millions out of pandemic-born necessity will not fade away, but compound.

In Wealth, Redefined we discuss how these developments are evolving and action items you can take to make the most of opportunities and prepare your ship for all weather. Indeed, while our challenges change over time, our motivations are timeless: to make the most of today, prepare for tomorrow, and leverage our skills and resources to help create the world we desire to live in.

Download the full report to explore five key themes – and corresponding advice – that could impact your wealth plan this year.


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