High Net Worth

In many successful families, governance becomes obligatory and structures no longer reflect the needs and priorities of the current generation.

Help business clients achieve coherent philanthropy.

The process is neither expensive nor time-consuming, and the potential benefits are numerous.

Got clients in the market for a super yacht? The $20 million Minderella was recently spotted anchored in the Hudson River off New Jersey.

Plans can help older doctors, lawyers stash more than $300,000.

The old world and new world of financial products are converging; it’s best to be prepared.

The IRS issued proposed regs for section 199A to address abuse of pass-through deductions.

It’s too often improperly presented, implemented and managed.

Customers of the retail bank who live in about 50 countries outside of the U.S. will still be able to keep deposit accounts, but their investment accounts with International Financial Services will be closed.

Ripped-from-the-headlines tales of corporate debt and private equity. Perfect viewing for your Hamptons dinner party.