High Net Worth

The threat of higher capital gains taxes prompted the Mills family to sell part of Medline Industries to a consortium of Wall Street investors before the end of 2021.

NFL star Corey Liuget said he bought into a pitch by Donald Blakstad, who is on trial for insider trading and defrauding investors.

Bill and Melinda Gates Investments—the 100-person strong team that’s overseen the couple's personal fortune and the endowment of their namesake foundation—changed its name to Cascade Asset Management Co.

Consistent monthly valuations can be invaluable when dealing with such a volatile asset.

The Initiative to Accelerate Charitable Giving is advocating changes to private foundations and donor-advised funds.

Buyers have scooped up so many of the good used planes out there that they’re now getting on waiting lists to purchase new aircraft.

How to expand your referral network within high-net-worth families and why you don’t want to go it alone when it comes to complex client situations.

Attempt to reveal how the rich pay little in taxes might backfire.

Practitioners must take care in the formation stage to ensure clients aren’t adversely impacted by the estate tax.

While not an overly complicated benefit, initially signing up for Medicare can be an overwhelming and anxiety-inducing process.