High Net Worth

The Ultra-Millionaire Tax Act would levy a 2% annual tax on households and trusts valued at between $50 million and $1 billion. All net worth over $1 billion would be taxed at 3%.

Communicating with HNWIs is daunting because it may seem as if we are talking with someone who lives in another world.

Merrill Lynch Wealth Management President Andy Sieg said the unit is intensifying its focus on the Sunshine State.

How will their offering match up with Steve Lockshin’s Vanilla and other trust accounting tools for RIAs?

How is it different from venture capital and what are the risks?

It's time to reexamine whether certain charities are actually aiding the 'public good.'

The vaccine has put a break on the rapid ascent of makers of test kits, protective gear and treatments for COVID-19.

A windfall in funding provides the opportunity to deepen and expand your clients’ philanthropic agendas.

Offshore financial institutions now have greater exposure to potential U.S. investigations.