High Net Worth

Santander bank creates a wealth division, peace of mind No. 1 among investors and some advisors providing money therapy to wealthy families.

The plan sets out three tax brackets for individuals -- 12 percent, 25 percent and 35 percent, down from the existing seven rates. But that’s not firmly set, as congressional tax-writing committees will be given flexibility to add a fourth rate...

The bank was found in breach of estate administration duties.

Balancing financial success, self-worth and fulfillment

Switzerland tops HSBC’s expat economics and salary rankings while Singapore leads the bank's overall ranking for the third time.

A recent Private Letter Ruling held that reforming a trust wouldn’t cause assets to be included in a grantor’s spouse’s estate and wasn’t a gift by the spouse for federal gift tax purposes.

The rules of tax-free direct charitable/IRA distributions and crucial deadlines.

Alleged frauds ensnared billionaires Michael Dell, Paul Tudor Jones.

Given the current cap rate environment, clients are more inquisitive about how a fund manager assesses the value-add proposition of an asset along with its potential for greater NOI.

The rush of "initial coin offerings" is a sign of mania, not prudence, millennials are not comfortable investing in the stock market and and a Russian mine yields a massive pink diamond.