Wealth Planning

Editor in Chief Susan R. Lipp discusses this month's issue.

The fund would potentially offer multimillionaires exposure to a swath of assets unavailable on public markets, such as Silicon Valley unicorns, closely held corporations and even stakes in other buyout shops

The billionaire is facing the largest ever U.S. tax evasion case.

Overly associating current inflation with the long-term problem of escalating government debt will not help with either issue.

Build deeper connections by demonstrating that you’re interested in the family and its philanthropic goals.

Many overpay by choice to get a fat tax refund, but fine-tuning withholding can help cash flow now.