Wealthy investors are bracing for change in 2025 from the White House, prompting defensive strategies. Financial planners see top clients making moves to protect their wealth under the Trump Administration, including real estate investments and citizenship planning.

Attorney Chad Cummings notes clients investing in real estate through syndications and funds, utilizing Qualified Opportunity Zone (QOZ) funds and bonus depreciation. One family rolled $120 million in gains into a QOZ fund in Texas, deferring recognition until 2026.

Golden visas and gold investments are sought for protection against geopolitical risk. History shows investors turn to gold during instability, with the metal up 39.5% in the last year. Wealthy clients are selling off stocks to avoid potential capital gains tax increases under future administrations.

Read more at Yahoo Finance: 4 Moves My Wealthiest Clients Are Making Under Trump