Individual Wealth

The complex crossroads of wealth management, mental health, substance abuse issues and the legal system.

The five ETFs collectively lured about $13.5 billion on Wednesday amid the rebalancing of the FTSE Russell indexes, compared with a $37 million inflow for all five funds last week.

Cottonwood’s Tinchuck Ng discusses the firm’s new fund and the difference in strategies between Asian and U.S. commercial real estate investors.

Brazil’s rich boosted their share by 2.7% last year to make up almost 50% of the nation’s wealth, the most of 10 countries cited in Credit Suisse's Global Wealth Report.

The threat of higher capital gains taxes prompted the Mills family to sell part of Medline Industries to a consortium of Wall Street investors before the end of 2021.

The Initiative to Accelerate Charitable Giving is advocating changes to private foundations and donor-advised funds.

Buyers have scooped up so many of the good used planes out there that they’re now getting on waiting lists to purchase new aircraft.

Attempt to reveal how the rich pay little in taxes might backfire.