High Net Worth

U.S. lawmakers should close loopholes, raise the estate tax and hike the capital-gains tax so that it equals the rate on labor income, the Microsoft founder wrote Monday in a year-end blog post.

Helping high-net-worth families communicate about wealth.

Here's how they come out on trust and estate related issues.

Careful and considered planning is critical.

Introducing retail investors to new diversification opportunities.

Get female clients involved before a significant life event occurs.

How best to manage this important asset.

Having some sort of international allocation is critical to maintaining optimal performance in most long-term portfolios.

There's still time to act on these helpful tips.