A grantor retained income trust, or GRIT, is an often overlooked but useful planning technique for certain assets.
More Americans are staying silent as intolerance towards intellectual diversity grows.
The wealthy are fleeing cities for the suburbs in large numbers, but is it really a good idea?
A flexible plan to grow and reallocate savings over the long term minimizes taxes and other transaction costs.
How to help your clients navigate the current environment and prepare for future chaotic situations.
The wealthy face a whole host of new risks as the U.S. heads for socioeconomic change.
The rapid escalation of the coronavirus pandemic has motivated clients to finalize their estate planning documents.
There are a lot of moving parts when it comes to protecting the cost of your trip.
An investment portfolio should be managed appropriately to the economic conditions.
It’s a fiendishly hard decision based on incomplete data, but the right choice is to let children resume their education.
The world’s biggest package-holiday company has given a glimpse of what vacations will look like as long as the novel coronavirus remains a potent health threat...
We all have to take extra care when it comes to the technology we use and how we use it.
Here are four tips for high-net-worth individuals desiring to capitalize on the record-high lifetime exemptions.
Here are five planning ideas that can be considered in this environment.
With current volatility and geopolitical risks, global high net worth individuals are investing in a niche, non-correlated hard asset.
The summer retreat began early, but there’s no true escape from Covid-19.
The goal is to make sure family members will be satisfied—giving the donor as much joy as the beneficiaries.
Renewable energy-focused funds potentially offer solid returns with a lower risk profile.
The reasons that estate plans fail can be grouped into one of two categories.
One of the greatest investors of all time senses an opportunity coming.