High Net Worth

The pitfalls for the unwary are myriad and often costly.

Investing in venture capital funds targeting tech start-ups carries high risks and requires a tolerance for decades of illiquidity. But all it takes is one outperforming company to make it worth it.

The limitations of traditional grantmaking are increasingly apparent.

It may cause trouble down the line If your client is audited.

Certain charitable remainder annuity trusts deemed “listed transaction.”

Proactive succession planning can ensure a smooth transition and continued success.

A diversified portfolio across the public and private markets remains the optimal means of achieving long-term returns for multi-generational investors.

Private equity’s foray into asset-based finance is fueling concerns over hidden debt and concentration risk.