High Net Worth

The new rewards program is being rolled out to in-house clients with a minimum of $250,000, not the firm's RIA custody business.

U.S. beneficiaries may claim withholding tax credit for foreign nongrantor trust distributions.

Ten tips to help clients get their key documents in order.

Being a single parent is difficult, regardless of how much money a client has.

SFO Alliance will host private events -- at the moment virtually -- where family offices can discuss everything from private equity to real estate to direct investments in businesses.

How donors can encourage nonprofits to be more climate-friendly.

University of Michigan coach Jim Harbaugh's contract demonstrates the value of split-dollar insurance arrangements.

9th Circuit finds that the decedent retained enjoyment of a grantor retained annuity trust.

Taxpayers may rely on favorable treatment.