Individual Wealth

The head of Bank of America’s private bank oversees a group managing customers ready to invest at least $3 million. Business is booming, she says.

Puerto Rico's “resident investor” incentive, commonly known as Act 22, lures wealthy individuals with the promise of legally skirting U.S. federal income tax.

We analyzed the endowments of more than 1,000 private, nonoperating foundations with assets of less than $50 million over a two-year period.

The 18-month pilot program is a reaction to the agency taking heat from practitioners for slow response times.

Don’t underestimate clients’ charitable intentions.

What happens to the convicted murderer's fortune?

Families don’t just pass on wealth; they pass on communication strategies they learned from the generations before them.

With $96 billion, Binance CEO Changpeng Zhao is closing in on tech titans including Facebook’s Mark Zuckerberg and Google’s Larry Page and Sergey Brin.

Advisors should consider revisiting this often overlooked solution.

Why should advisors bother with NFTs? Because there's real money involved.