High Net Worth

Data reflects effects of the COVID-19 pandemic and recent tax law changes.

Seniors are prime targets for scammers looking to cheat them out of their money—often to the tune of tens of thousands of dollars.

Ray Dalio and the Koch family have pioneered philanthropy through the 501(c)(4). More than just a charity, it can avoid punishing taxes, retain business control and even influence politics.

DAFs and crypto have caught the attention of Capitol Hill.

Are there actions that UHNW business owners can take now while we wait for the resurgence of IPO activity?

Individuals with a net worth over $5 million are now more at risk than they have been in decades.

Moving beyond the comfort zone into the stretch zone.

“A lawsuit against celebrities will generate a ton of money, because they will all settle.”

Congress needs to address unintended consequences.