High Net Worth

Targeting wealthy individuals could gain traction regardless of the party in power.

Practical approaches that foster integrated services.

Maintain tax-exempt status and avoid costly penalties.

Despite hope for overturn or repeal, prepare to file on time.

Managing a polarity requires a different approach.

Help clients think through the decision carefully and set up the SFO for long-term success.

With the estate tax exemption sunset looming, the time to begin planning is now.

The Apollo co-founder has sold or gifted 9.1 million shares of his multibillion-dollar stake since January, the most in a calendar year since the private equity firm went public more than a decade ago.

Like Republicans before them, deep-pocketed liberal donors have discovered that their dollars aren’t likely to be a deciding factor in whether President Joe Biden decides to bow out of the race.