High Net Worth

A recent BBH survey highlights the tough conversations needed before a transition.

Charles Monat is working with a financial advisor on a potential disposal that could value it at $400 million to $500 million.

A breakdown of the top-level proposals from each side of the aisle.

All too often, the first issues that arise after a loved one dies are disputes about their funeral and burial arrangements.

The Cambria Tax Aware ETF and the Stance Sustainable Beta ETF will each be seeded with the appreciated securities of wealthy investors, who will swap their assets for shares in the funds rather than buy into them with cash.

All assets were distributed to the decedent’s husband.

A potentially creative solution to a serious problem.

Election season, economic instability and inflation, artificial intelligence and succession planning top the list.