High Net Worth

A major boon for PPLI policies.

With the Democrats controlling the House, Senate and presidency, there’s the real possibility that donors will have a lot less disposable income to give away.

The digital estate planning platform's leadership team will remain intact. NGL CEO Knut Olson says the deal is an "investment, not an integration."

The findings from an investigation by the law firm Dechert showed how the disgraced adviser’s knowledge of the tax system and skill managing the affairs of the ultra-rich helped Black save at least $1 billion, and potentially more than $2 billion.

Donors made large grants in the spring and summer to support both their favorite charities and those that addressed critical needs.

The final regs depart significantly from the proposals released on July 31, 2020.

Shifting the focus from "wealth" to "well-th."

Looking forward to some potentially positive developments in the coming year.

There's a difference between the things that are important in your life and your life’s work.

Advising clients and bridging divides in a time of turmoil.