High Net Worth

New tools available may change what’s required for due diligence.

Is the Wayfair decision way fair or way unfair?

In some cases, maybe you should be.

Proactive, in-depth estate planning presents a far greater potential value for families of wealth than investing.

As investors seek fresh ways to bet on winners while guarding against turbulence, UBS is marketing structured debt products that give short-term exposure to cross-asset moves from currencies to bonds and stocks.

The IRS’s proposed regulations will make clear that it considers a planning technique known as “crack and pack” to be abusive.

Private letter ruling deems rollover made by decedent’s wife to be valid.

These restrictions can pose significant administrative problems for fiduciaries.

How do these rising interest rates impact certain charitable planning techniques?

William Wrigley Jr. II, who helped orchestrate the sale of his family’s business to Mars Inc. in 2008, led a $65 million investment round for Surterra Wellness, a medical cannabis startup in Georgia.