Individual Wealth

Family offices made up 4.2% of the roughly 23,000 venture capital deals worldwide this year through Aug. 31, more than double their share a decade ago.

As of June this year, Generation X held 28.6% of the nation’s wealth, up 3.9 percentage points from the first quarter of 2020.

Oregon Supreme Court deems out-of-State QTIP trust part of surviving spouse’s estate.

Oregon Supreme Court deems out-of-State QTIP trust part of surviving spouse’s estate.

In sheer size, the leak of the financial records known as the Pandora Papers eclipses that of the Panama Papers in 2016. 

Who got their fintech in my philanthropy?

A recently enacted New Hampshire law is the next step in an overdue evolution.

U.S. states including South Dakota, Nevada and Delaware have become havens for financial secrecy.

The Bill & Melinda Gates Foundation -- the largest philanthropy in the study, with almost $50 billion in assets -- was the only one to report that 0% of its holdings are with diverse firms.

There are unique considerations advisors need to take into account.