A survey of the techniques that recur across high-net-worth planning, and what each one actually requires to work.
Asset location, loss harvesting, charitable vehicles, and entity structuring appear in most sophisticated plans. What varies is how well they are coordinated.
Each technique carries a prerequisite. Charitable vehicles need appreciated assets, loss harvesting needs a taxable account with dispersion, and entity work needs a CPA who will maintain it.
Run in isolation, these can work against one another. Run together, they compound.