Notice 2020-50 provides enhancements, confirmations and clarifications.

Nevada court finds that trust beneficiary’s other resources may not be relevant.

Some key areas for brokers to assess in determining whether they’re subject to the new rules as implementation date approaches.

There are more than 10,000 single-family offices globally, at least half of which were started in the past two decades

Where do you want your career and practice to be when the 'new normal' arrives?