High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.

Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy.

Leave this field blank

It's Gotten Too Hard to Strike It Rich In America

Aug 14, 2019

Many of the traditional ways of accumulating wealth are out of reach.

No Equitable Distribution to Grantor for Trusts' Income Tax Liability

Aug 14, 2019

A good reminder for practitioners to build "escape hatches" into their grantor trusts.

The Next Epstein Drama: Fighting Over His Mysterious Estate

Aug 12, 2019

It's unclear if Jeffrey Epstein, who wasn’t married and has no known children, left a will.

Modern (Big) Love

Aug 09, 2019

Modern polyamory is more common (and looks different) than you'd think. Just ask Warren Buffett.

Here's Why Lotto Winners Often End Up Bankrupt

Aug 08, 2019

Sudden wealth can be a surprisingly fleeting blessing. Advisors can help.

Maryland Allows Portability Retroactively to 2011

Aug 08, 2019

It's the first and only state to have such a provision.

UBS's Rich Clients to Feel Negative Rates as Fees Extended

Aug 08, 2019

The move comes as European rivals invest in wealth management while slashing tens of thousands of trading jobs.

Are We Approaching Estate2K for Digital Assets?

Aug 07, 2019

Three factors on which planners need to focus.

Nevada Court Denies Permission to Decant Trust

Aug 07, 2019

The court found that the governing instrument required consent of both trustees.

High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM. For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.