High Net Worth

Despite the prevalence of money worries, 44% of Gen Zers and 48% of millennials say they believe they’ll be millionaires one day.

Financial planning is an essential component of estate planning. This checklist is designed to help clients interview and select a wealth advisor suitable for their needs.

The optimal place for taking moonshots?

At Art Basel this week, dealers hope their biggest artworks will go to private foundations.

Recent legislative activity modernizes trust administration and provides opportunities for planning.

Opt-out election was irrelevant, according to the IRS.

Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says.

But guidance remains murky in the event of no deal.

Harvard University and the University of Zurich, in collaboration with the World Economic Forum, have created a class called “Impact Investing for the Next Generation.” It costs $12,000 a week.

There are a lot of touchy subjects to bring up when you want to preserve wealth over generations.