High Net Worth

To best protect clients (and advisors), taxpayers must file gift tax returns disclosing both gifts and non-gifts.

Money managers have until the end of the year to pay taxes on fees they earned from investors in offshore funds and had deferred payment on.

EventShares launches political party ETFs, Feucht Financial joins Woodbury Financial Services and Allied World launches insurance Vault.

Insured losses from the California wildfires will total billions of dollars for vintners, home owners and other entities.

The new venture will provide long-term income strategies to high net-worth investors, initially focusing on investments in credit, direct lending, distressed transactions, among other areas

Your clients can realize capital gains and still avoid capital gains taxes.

The most glaring laggards among the richest schools in fiscal 2017 include Harvard’s $37.1 billion fund and Ivy League rival Yale, both of which are heavily invested in alternatives.

It’s getting harder to impress the neighbors with just a plain old sports car.

Beware, pre-tax amounts are taxable in the year transferred.

Art can be an investment. But is it a good one?