High Net Worth

After a year like 2020 that’s presented so many unexpected challenges, end-of-life planning is top of mind for many.

Signature Bank, the New York lender that’s long catered to the Trump family, also is closing two personal accounts in which the president held about $5.3 million.

Ensure clients know their options to maximize the impact of their charitable giving.

Waiting for December to get serious about planning is stupid and dangerous.

There’s historically been no requirement to provide information to the federal government concerning the ownership of a company or other similar entity formed under local state law.

His family discovered thousands of Post-it notes with potential deals and financial commitments all over the walls at his Park City, Utah, mansion.

How to help your clients invest their philanthropic dollars in a charity that will last.

An Origin Investments survey finds that many investors with deep pockets are pragmatic and not looking for “unicorn” opportunities in the real estate space.