Mitigating a challenging risk to families

Proactively managing risks to privacy, prestige and profession

More and more high-net-worth individuals are renouncing their U.S. citizenship—should we be concerned?

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The IRS’ most recent attack on partnerships hints at the marital deduction mismatch

Enthusiasm for the financial quarterback role is growing among the super-rich, according to research released Wednesday by Morgan Stanley and Campden Research.

A recent study by Compensation Strategies, Inc., identifies the most important strategies for clients who wish to take advantage of the current federal gift tax exemption