What clients can learn from Musk's story about transferring wealth strategically to take care of family members and the creative use of family foundations to make tax-efficient charitable donations.
A discussion of the details, interpretation and application of deathbed transfers.
The sheer number of nonprofits shouldn’t force clients into a self-imposed game of 'eeny, meeny, miny, moe.'
Assembled for a half-century by Harry Woolf, the group will come to auction at Christie’s London.
Size often matters, but not in the way many might think.
