Jul 10, 2023

As with all things money and family, it can be a struggle to balance financial and personal goals with avoiding hard feelings and disputes.

Jul 10, 2023

Valuable artworks require specialized attention to ensure that they're safely transferred to the next generation.

Jul 06, 2023

It’s time for a paradigm shift in the conversation with advisors.

Jun 30, 2023

More millionaires are forecast to move to new countries in 2023 and 2024 than ever before.

Jun 28, 2023

Good preparation in the 'Red Zone' can result in tax savings.

Jun 28, 2023

Defining the rules may lead to changes with charitable giving of digital assets.

Jun 28, 2023

Eric Richins had made plans to exclude his wife from inheriting his assets.

Jun 27, 2023

Global wealth declined 4% last year, the first drop since 2008, according to a Boston Consulting Group study.

Jun 27, 2023

The proprietary model can read and restate documents and hold both short- and long-term memories of previous client actions.

Jun 26, 2023

Prince Harry's decision to live in the United States sheds light on some of the pain points of creating an estate plan with international heirs.