Advising Clients on Exit Planning: Part 3

Feb 17, 2023

Sometimes clients can be their own worst enemies.

Lesser-Known Hedge Fund Boss Joins Ranks of Best Paid With 193% Gain

Feb 17, 2023

Here are the hedge fund winners and losers of 2022.

Crypto Investors Had Their Funds Frozen. Now They Might Have to Pay Taxes Too

Feb 15, 2023

For people with crypto assets trapped on bankrupt platforms, the possibility they’ll have to pay the IRS is another blow.

US Is No Longer the Millionaire Magnet It Was Before the Pandemic

Feb 15, 2023

Net inflows of high-net-worth individuals plunged more than 80% last year compared with pre-Covid levels as more wealthy Americans moved abroad.

Nine Tips for a More Positive Approach to Family Wealth Advising

Feb 15, 2023

Empower family clients to work together toward the creative possibilities their wealth and business can offer.

Billionaire’s Estate Seeks $70M Tax Refund

Feb 15, 2023

The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement.

How Did Market Conditions Affect Private Foundation Giving in 2022?

Feb 15, 2023

Foundation Source client survey reveals that donors took a long-term mindset.

America's Priciest Neighborhoods Are Changing as the Ultra-Rich Move to Florida

Feb 14, 2023

Real estate values in wealthy neighborhoods are reflecting broader pandemic migration.

Advising Clients on Exit Planning: Part 2

Feb 13, 2023

The first step in formulating an exit plan isn’t focusing on 'the numbers' but rather evaluating where a client actually is in relationship to their expectations.

Celebrity Estates: Succession Planning Lessons From the British Royal Family

Feb 13, 2023

With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’?