High Net Worth

Once regarded as novices, family offices are looking beyond stocks and bonds to pursue direct investments in companies and real estate. The most sophisticated are turning into investing giants.

A study by the Center for American Progress finds big tax breaks for President Trump and many of his billionaire Cabinet members.

The ultra-high-net-worth advisors find embracing qualitative factors—the “soft side” of wealth management—is key to helping families maintain their wealth.

The number of Gen X /Y millionaires is growing, seniors like ESG and GOODING rocks about financial literacy.

To best protect clients (and advisors), taxpayers must file gift tax returns disclosing both gifts and non-gifts.

Money managers have until the end of the year to pay taxes on fees they earned from investors in offshore funds and had deferred payment on.

EventShares launches political party ETFs, Feucht Financial joins Woodbury Financial Services and Allied World launches insurance Vault.

Insured losses from the California wildfires will total billions of dollars for vintners, home owners and other entities.

The new venture will provide long-term income strategies to high net-worth investors, initially focusing on investments in credit, direct lending, distressed transactions, among other areas

Your clients can realize capital gains and still avoid capital gains taxes.