High Net Worth

With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients.

Form 13F filings give a glimpse into the investment strategies of some of the world’s wealthiest people.

Where SPACs end up in the hierarchy of equity issuance is still unclear.

Businesses are reevaluating and strengthening their commitments to philanthropic issues.

In many, but not all, instances, a trust is a better option than naming an individual.

Private equity investors can turn tax uncertainty into potential opportunity by being proactive.

There are many reasons to shift the beneficial interest of a QTIP trust and its underlying assets during a surviving spouse’s lifetime.

Here are a few of the most common mistakes.

The state will require out-of-state sellers to collect sales tax on tangible personal property

Any investment offering would be a very small portion of the clients’ total wealth because of the volatility, while options include investing through third party investment vehicles.