High Net Worth

Best practices for selecting a trustee.

Since late March, some 550 tons of gold -- worth $30 billion at today’s price and roughly equal to global mine output in the period -- have been added to Comex warehouse stockpiles.

Switzerland’s second-largest bank plans to reshape how it lends to billionaire clients at the international wealth management division, especially loans that are backed by hard-to-sell assets.

Many of the big gains reported by so-called tail risk funds and others are being presented in a misleading way.

If tax rates are likely to be higher then, the thinking goes, why not pay taxes on some of the money held in tax-deferred accounts now, at today’s presumably lower rate, and let it grow tax-free in a Roth?

Changes apply to donations of cash and food inventory.

Your clients have a number of options.

Philanthropy will beat paying taxes every time.

CEO David Solomon stopped by Quarantunes to make a donation, alongside celebrities like John Legend and Ricky Gervais.

Pros and cons of a potential tax holiday.