It can disappear in an instant. | Enrique Ramos Lopez/iStock/Thinkstock From July 2014 to July 2015, 45 percent of the ultra-wealthy in the United States lost some of their fortune, according to Wealth-X. Eleven percent said they lost more...

Some of the most common concerns

There was a time when closing a real estate sale cost the seller a few hundred dollars for transfer tax stamps on the transfer deed, but those days are long gone. Nowadays, transfer tax can be a major consideration in structuring and funding...

On the surface, buying a sports team may seem like a regular M&A transaction. However, these deals often have complicated twists that require extensive due diligence and the guidance of advisors who are well-versed in sports business.

Properly structure estate plans to avoid unintended consequences

Where do your clients live?

It's not for everyone. | Copyright Sean Gallup, Getty Images Yes, there is a shortfall in retirement savings, but a recent Blackrock investor poll suggests many aren't aware of it. More than seven in ten investors expect to be able to trav...

The target demographic. | Copyright Cindy Ord, Getty Images Credit Suisse appears to be exploring the possibility of creating an invitation-only social network for high-net-worth individuals, presumably with the intention of appealing to h...