High Net Worth

Not sexy—but important to know, nonetheless.

The wealthy wield unique power to preserve valued resources.

High-net-worth millennials have more confidence than their older counterparts, Brown Advisory acquires Meritage Capital and David Canter is raising money for the Foundation for Financial Planning.

Mark Heising runs Medley Partners for foundations and charities controlled by the Simons family as well as family members.

Tax reform is on the tip of everyone’s tongue, but not at the top of this list, according to a recent survey.

Will this well-intentioned provision end up being exploited?

Millennials’ comfort with technology may actually make them more vulnerable to scammers.

Financially struggling pro athletes are getting advice from A-Rod, pre-retirees and retirees are taking too much risk in their portfolios and the case for disability insurance.

Bryan Loew breaks down the nuances of the loans, who the borrowers are, what they are using the money for, and the risks to both clients and lenders.

Preserving generational wealth depends on managing critical internal family dynamics.