Individual Wealth

Help your clients flee the country—or at least gain citizenship in another—legally, and in compliance with the IRS.

A lot can go wrong if you don’t examine the numbers.

Clients need to be able to answer the question, “What’s next?”

But what does "equal" really mean when it comes to divvying up an estate?

Taking losses to offset capital gains can prove to be a smart strategy come tax time.

Brin, 48, has a fortune of $94 billion, according to the Bloomberg Billionaires Index, derived largely from his holdings in Google.

Building a secure financial life is still possible for those priced out of the housing market by high property prices and soaring mortgage rates.

Reducing the high anxiety of soaring mortgage rates.

What to do when client investments have large unrealized capital gains but they need liquidity now?

Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later.