High Net Worth

The CTA broadens reporting to U.S. authorities of information—and personal identification documentation—concerning beneficial ownership of nearly all U.S. companies as well as foreign companies doing business in America.

Generative AI tools can help advisors respond more efficiently to their clients’ needs.

Total net private wealth across the world decreased by 2.4% to a total of $454.4 trillion, according to Credit Suisse’s annual global wealth report.

One factor driving interest is property owners using ground leases to unlock capital in a market where liquidity is tight.

As family offices increasingly turn to direct investing, the ability to anticipate and react to change is what will protect and enrich them.

DWS Group is designing bespoke opportunities for its private wealth channel.

The $4 trillion municipal bond market, like other parts of the fixed income universe, is offering elevated yields not seen in years.

Four strategies to help those who have a large portion of their wealth tied up in the value of their business through the sales process and beyond.

Bipartisan Senate proposal also provides de minimis exclusion from gross income for use of crypto assets.

Third Circuit reviews Pennsylvania law on gifts “causa mortis.”