High Net Worth

Nubank’s David Velez and his wife, Mariel Reyes, committed to give most of their wealth to philanthropy.

Help clients by keeping holistic focus in mind.

Show clients that, in the big picture, the risk of buying a home right now is relatively small.

Courts have ruled funding pooled special needs trusts after age 65 is not an uncompensated transfer.

The sale, which will take place live at the Bellagio and be conducted by Sotheby’s, will include paintings, works on paper, and ceramics.

More than 80 taxpayers collectively walked away with more than $1 billion in total savings in 2018, the first year the pass-through tax break was available.

The long-awaited bipartisan infrastructure bill also has potential ramifications for fiduciaries.

The proposal would clarify rules on who is a broker for cryptocurrency and ensure that it wouldn’t sweep in software developers, cryptocurrency transaction validators, node operators or other non-brokers.

Increased awareness and enhanced technology platforms have helped make it easier for individual investors to access previously unavailable asset classes.