by
Jeff Stimpson
These vehicles give wealthy clients flexibility in dealing with any increases in the estate tax exemption.
by FA Staff
Audent Capital Partners includes two subsidiaries: a multi-family office and a boutique asset manager.
by
Laura Davison
The step up in cost basis at death and other capital gains tax exclusions could be eliminated.
by
Erik Larson
Mary Trump claims her aunt and two uncles conspired for decades to skim tens of millions of dollars off her inheritance.
by
Joyce Blay
Boston Private says family offices aren't on enough guard for cyberattacks, investment risks and health scares.
by
Allyson Versprille
Possible regulatory changes would complement the priorities President Joe Biden campaigned on.
by FA Staff
The new platform will integrate fully with Envestnet’s existing ecosystem, including Tamarac and MoneyGuide.
by
Laura Davison
Taxpayers could also face fines as high as 40% for underpaying their tax bills.
by
Matthew Erskine
Here are some suggestions on what to do—and not do—when dividing assets in an estate.
by
James Tarmy
Starting on Jan. 14 and running through Jan. 29, a series of live and online sales will offer more than 665 lots.
by
Jonathan Browning
The son's mother is arguing in court that he worked with his father to hide assets.
by
Spencer Soper
Hsieh’s success selling shoes online stood out as it was a product people like to feel before buying.
by
Rebecca MacGregor
When clients are considering living in a multigenerational home, there are some issues that need to be discussed.
by
James Tarmy
The collection includes a number of Rothkos, a Bernini sculpture and a number of precious minerals.
by
Theresa Marx
How to take advantage of current gift tax exemption amounts, without giving too much away.
by
Neil Weinberg, David Voreacos
Authorities want to know whether he failed to pay taxes on $200 million moving in offshore structures.
by
Berber Jin
Tax hikes are likely to be offset by lucrative economic stimulus packages.
