The Bush Wealth Advantage: The “family tax office” mindset

Most families experience taxes in fragments: a 529 plan opened when a child is born, a custodial account started with a grandparent gift, retirement accounts scattered across employers, and estate documents drafted years ago. The “Family Tax Office” mindset takes a different approach. Instead of treating each account or decision in isolation, it views the household—across generations—as a coordinated tax and wealth enterprise. In 2026, that mindset is especially powerful as new tax-favor