Wealth Planning Assumptions

Wealth Planning Assumptions – 2026 Update provides a comprehensive overview of the standardized planning inputs that support Corient’s financial planning process across all client engagements. This presentation outlines the purpose and importance of consistent, research-driven assumptions, highlighting how they enhance the accuracy, transparency, and reliability of client plans. The deck reviews the key sources of data, the methodology behind determining both capital market and planning-related assumptions, and the rationale for updates made for 2026. It covers capital market expectations, inflation forecasts, healthcare cost trends, Social Security considerations, college cost projections, and longevity planning—integrating insights from major research institutions, government data, and industry studies. In addition, the presentation walks through implementation guidance, updates to model portfolios, and recommended settings within eMoney to ensure planning teams apply these assumptions consistently across the firm.