A sale to a child may appear easier than a sale to a third party. Not so fast.

Clients will be facing both reductions and increases.

Federal District court rules that the gift agreement is binding.

Address family relationship dynamics to avoid conflicts and achieve success.

The effect of the Tax Cuts and Jobs Act of 2017.

Some items of particular interest to charities, advisors and their clients.

Impact investing still lacks accurate data, Detroit is becoming attractive to advisors and Kestra adds Questmont Strategic Wealth Advisors.

These firms are finding their value to the family extends far beyond investment management.

The wealth expect to join the century club, due diligence teams want more resources and U.S. wealth firms will soon be subject to EU data rules.

In an interview with NREI, Matt Pestronk lays out his firm’s relationship with family offices and HNW individuals and describes Post Brothers’ “intelligent risk” philosophy.