Wealth Planning

Help donors achieve greater strategic clarity and impact.

In a statement before the Senate Finance Committee, XYPN co-founders Michael Kitces and Alan Moore said a provision in the Retirement Security and Savings Act would unfairly benefit record-keepers and could result in conflicted advice.

Palantir’s 100-ounce gold bars will be kept in a secure location in the northeastern U.S.

Why not both?

Failure to report foreign trust distribution results in double penalty.

Duquesne Family Office bought Airbnb Inc. and Marriott International Inc., while adding to its holdings of Expedia Group Inc. and Starbucks Corp., according to its latest 13F filing.