High Net Worth

For many HNW clients, an additional passport is like a nontraditional insurance policy that’s better to have and not need, than need and not have. 

Tax season is gearing up to be a major headache for financial professionals.

Pre-merger SPACs actually can be one of the safest investments in a portfolio by capitalizing on their fixed income nature, rather than their high-flying risk-reward attributes.

Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift?

An ever-growing number of family offices want to get their proverbial feet in the door. How should they go about it?

Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.

The court discounted an ILIT’s $6.5 million receivable by a whopping 65%.

Designated beneficiaries may be disregarded in certain situations.

The values of older and new generations are increasingly difficult to reconcile.