High Net Worth

For the past several years, estate planners have been in a bit of a tizzy. Starting with the gradual increase in the estate and gift tax exemption amounts during the second Bush administration and continuing in more recent years when...

RIP. | Copyright Carl Court, Getty Images David Bowie, the British rock legend who died Monday at 69, will mostly be remembered for his influential contributions to music, fashion and film. But Bowie was also financial innovator. In 1997...

If at first you don't succeed ... | Copyright Sean Gallup, Getty Images Edward Jones was the first firm to partner with the Securities Training Corporation to sponsor Series 7 prep courses at various universities in early 2015. But recentl...

A family office must retain critical mass to recruit the talent and deliver the services that today’s high-net-worth (HNW) families demand. 

Collaborating with clients and their estate planning attorneys in the funding process will benefit both you and your clients

Sales that occur after decedent’s death may be relevant

Donald Trump is infamous for his willingness to litigate anything and everything, so it’s little surprise that he was involved in a dispute over his father's will, nor that it ultimately took an extreme turn. But in this case, he wasn...