High Net Worth

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

A matter of critical importance to the merely well-to-do.

Will this decision create harmony or discord?

Is it too late to say “Sorry?”

Both US presidential candidates have promised to change the prevailing regime for companies, affecting their bottom lines.

Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.

A single-minded strategy of tax avoidance is often not in a client’s best interest.

Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference.

Proceeds of $19.5 million from life insurance trusts weren’t included in the taxpayer’s estate.