High Net Worth

A comprehensive guide to critical issues and potential pitfalls.

Although prices are currently down, volatility is high and uncertainty prevails, the fundamental purpose of the digital asset ecosystem remains firmly grounded.

Client’s age, investment time horizon, the value of assets being converted and current and future tax brackets are among the factors to consider.

Four recommendations to help avoid potential pitfalls.

Investment migration programs complement cryptocurrency as they allow for further access to self-sovereignty, freedom of travel and, most importantly, access to becoming a global citizen.

Learn the IRS rules and act promptly, and you could get a tax benefit for years to come to ease your pain.

A roadmap for when clients look at their estate plans and ask themselves “what am I doing, and why am I doing it?”

Moderna CEO Stephane Bancel has an estimated net worth of $4.1 billion.

What should fiduciaries do to protect themselves when faced with uncertainty regarding the tax consequences of this technique?

Technology is adding another layer of complexity to the planning process.