High Net Worth

In addition to asset protection, a DAPT can offer other benefits, including state income tax savings.

Wealthy Americans over 80 control more assets than those under 50.

Roosevelt fellow J.W. Mason contradicts the belief that the economy has recovered, Louise Linton goes off on Instagram, and advisory firms can learn how to stay on top from HBO.

As lifespans increase, what was once an afterthought begins to come to the fore.

A high roller’s Vegas weekend for Mayweather vs. McGregor.

Wine mogul Peter Deutsch lost his claim for compensation from the brokerage of accused mishandling of his account.

The field of strategic philanthropy is more sophisticated and complex than ever.

The case offers a rare look at a type of dispute that’s typically handled privately in arbitration. The details speak to a fear among exiting brokers that banks may sully their records to impeach their credibility, justify a dismissal or retain...

The secretive quant firm changed course by hiking investment caps.

Bill and Melinda Gates have given away about $35 billion of stock and cash since 1994.