Wealth Planning

The grantor’s intent is paramount.

With the election looming, it’s time to reach out to clients and start talking about the implications of sunset.

The firm has 10 products spanning credit, real assets, infrastructure and equity, and has added about 200 people who work in wealth over the last five years.

Home equity loans are beginning to look more attractive after fading into irrelevance after the financial crisis.

While the NFL is welcoming some private equity players, its rules are more stringent than those adopted by other professional leagues, meaning funds allowing individual investor participation are not eligible.

Some athletes might see a tax bill for their triumphs.