Individual Wealth

Industry participants expect an eventual EB-5 reauthorization, but the vagaries of the current Congress make it hard to predict when that might happen.

Questions advisors should be asking their clients (and themselves) ASAP in this frantic time of FOMO.

Around 90% of affluent households indicated they had responded to the Covid-19 pandemic with donations to organizations that provide basic necessities such as food, shelter and health care.

The report detailed how Laurene Powell Jobs, widow of Apple Inc. founder Steve Jobs, used GRATs to pass on about $500 million to her “children, friends and other family.”

Another billionaire couple heading for splitsville highlights the growing 'gray divorce' trend.

What can businesses do to stand out from the rest, attract multiple offers and ensure a smooth transition?

These steps make it much more likely that a family’s philanthropic efforts will succeed and that the family itself will thrive.

Steve Lockshin's estate planning tech firm, Vanilla, landed an investment from NBA legend Michael Jordan. Here's the opportunity he saw.

The CFDA fashion awards winner has a history of not paying up.