MacKenzie Scott, Jeff Bezos' ex-wife, provides an example of charitable giving through a personal, philosophical and operational standpoint.
As wealth managers prepare for an immense transition of wealth to Millennial and Gen X inheritors, effective digital strategy has become increasingly important.
Euclidean Capital -- Jim Simons’s family office -- has invested in at least six companies since the start of 2020 that focus on artificial intelligence.
Should the Royal family be an exception to the normal laws governing probate?
Clients should ask these questions before making a donation.
The billionaire’s sale of multiple homes was a crucial step in fleeing the high-tax state.
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Turns out the sky is NOT falling, but it’s best to be prepared for it.