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.
Check out these (mostly) new podcasts your peers listen to.
Turns out the sky is NOT falling, but it’s best to be prepared for it.
Demand for superyachts, mansions and planes is soaring, driven by cheap debt and rising wealth.
David Lenok and Matthew Erskine discuss the relevance of protecting your intellectual property regardless of your celebrity status.
Just 1,275 wealthy families paid $9.3 billion in estate tax to the U.S. Treasury in 2020.
