High Net Worth

As the holidays approach, consider “the fierce urgency of now.”

Our clients don’t understand insurance crediting.

Tracing the star’s career path to demonstrate how European new resident tax regimes may be appealing to mobile athletes.

Very wealthy individuals tend to diversify their assets over several regions, and Swiss banks see a role in offering tax-compliant investment opportunities in a stable country with a crisis-proof currency.

Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary.

The FAST Act essentially allows the U.S. government to trap and hold U.S. citizens with alleged unpaid taxes. And it is.

Clients should file the penalty tax form whether they made the distribution or not.

Morgan Stanley has tripled its loans to high net worth individuals in the past five years while Goldman Sachs is expanding overseas.

These provisions are NOT an absolute safeguard against will or trust contests.