Wealth Planning

The act proposes some tectonic shifts that would greatly impact high-net-worth clients.

BlockFi Prime, which will be available to clients including asset managers, family offices, hedge funds, private equity firms and corporate entities, will feature real-time quotes and 24-hour delayed settlement.

ProPublica published an article this week detailing that several of the world’s most prominent billionaires paid minimal to no federal income tax in some years, based on confidential tax records.

The LoanDepot CEO is a rarity among the ultra-rich: an Asian-American multibillionaire.

An interesting application of New York's little-referenced “place of celebration rule.”

A few best practices to ensure that substance abuse provisions, or other “bad behavior” monitoring, in a trust agreement will have the best possible real world application.