Almost two dozen schools are including endowment tax issues in their federal agenda.

The wealth effect driving luxury car sales, Next Capital Management joins Dynasty and Morgan Stanley advisors in California and Florida join Ameriprise.

New memorandum provides a more flexible approach.

Excess distributions made to beneficiary.

Help clients create a framework for charitable decisions.

Many millennials are entrusted with high-level roles within their family offices. They need help.

Mutual funds are disappearing at an alarming rate, retirement plan investors could save at least $17 billion per year and the Whisky Watch is an actual thing.

Pay attention to details to avoid problems later on.