High Net Worth

Purpose trusts are nothing new, but this is an elegant twist on the strategy to achieve Yvon Chouinard’s objectives.

You’re going to need a longer bridge.

Those without adequate expertise and support should leave well enough alone.

His letters express concerns that such arrangements often are used as tax evasion vehicles by the uberwealthy.

How to decide whether to create a Florida Community Property Trust (with an assist from The Bard).

An update on philanthropy legislation from Capitol Hill.

In October, the first cohort of 49 advisors will graduate from the new program, part of the firm's strategic emphasis on expanding resources for advisors to clients with more than $5 million in assets.

The Citadel founder worth $29.6 billion has ditched Chicago for Wall Street South. Not everyone in Miami is so welcoming.

The advantages, and potential drawbacks, of The Community Property Trust Act.