His letters express concerns that such arrangements often are used as tax evasion vehicles by the uberwealthy.

How to decide whether to create a Florida Community Property Trust (with an assist from The Bard).

An update on philanthropy legislation from Capitol Hill.

In October, the first cohort of 49 advisors will graduate from the new program, part of the firm's strategic emphasis on expanding resources for advisors to clients with more than $5 million in assets.

The Citadel founder worth $29.6 billion has ditched Chicago for Wall Street South. Not everyone in Miami is so welcoming.

The advantages, and potential drawbacks, of The Community Property Trust Act.

His planning serves as a reminder for advisors to understand our clients’ goals and develop tools to achieve them.

A combination of investment mechanics and the unpredictable nature of the economic and business environment means that attempts to time investments in private equity are highly unlikely to succeed, and will serve to undermine efforts to create a...

Recent U.S. acquisitions by Amancio Ortega’s Pontegadea are representative of a broader shift in family office investment preferences.