Clients often fail to address succession planning in a comprehensive way because they’re wedded to preconceived notions of what should be done.
What if your client wants to reclaim a gift to his alma mater because he does not like the ideological drift of the school?
The most pressing tax law developments of the past month.
The initiative will be spearheaded by four specialized senior executives, a dedicated service team and a focus on family governance research.
The growing popularity of sustainable investing poses challenges for fiduciaries in a complex investment environment.
Patriotic millionaires want the wealthy to be taxed more. But there are better ways to give money to the state.
Prospera Generational Wealth leverages internal and outsourced talent to offer the firm's wealthiest families a broader range of services.
It’s time to get educated before it’s too late.
Creating competition while managing expectations and risks.
