Any change in the fiscal climate from this being an election year should not distract you or your clients from long-term financial planning goals.

Steps funders can take toward transformational change.

The pandemic proves that no matter how large or small, all family offices need to operate with a clearly defined set of rules and procedures.

It can be easy to fall for misrepresentations.

It depends on their current situation and charitable goals.

Practitioners must know the right questions to ask.

Many nations are tempting HNW individuals through tax relief and golden visas.

The Houston billionaire is accused of using a slew of trusts and limited liability companies to shelter assets from his wife.

Investing is getting more complicated as the market turns volatile, benefiting an industry that fell out of favor in recent years.