Individual Wealth

Save yourself and your clients some stress by planning sooner, rather than later.

Ownership of a professional sports team doesn’t just present a pass into a VIP club for the super-rich, but could also bring lucrative financial incentives.

More legal trouble for the Spanos Family Trust.

In an industry dominated by service, sometimes a powerful product can still be king.

Ophelia Snyder, 29, is already managing $2.5 billion. She’s now teaming up with Cathie Wood to bring a Bitcoin ETF to the U.S. — if regulators allow it.

The new fund will focus on asset classes hurt by the pandemic that have room for a rebound.

A holistic approach eases HNW investors' concerns to allow them to take more risks in pursuit of higher returns.

Estates will have to wait for refunds.

Selling for less could mean future tax savings.

Ensuring wealth is a force for good, in a family and the world, is a team sport. Start training client families now.