by
Michael Kosnitzky
The wealthy face a whole host of new risks as the U.S. heads for socioeconomic change.
by
Ben Steverman
Donor-advised funds and other charitable vehicles are being used to make positive climate impacts.
by
Laura Davison
Charitable giving rose 2.4% in 2019 in real-dollar terms, according to a survey.
by
Jeff Stimpson
Revenue-starved governments may have no alternative but to target the wealthy for tax hikes.
by
Ellen Milligan
Dueling allegations of buggings and video recordings have become the focal point of an ugly split between wealthy twins.
by
Jeff Stimpson
Pandemic relief legislation and plummeting valuations can work to the benefit of wealthy clients.
by
Ben Steverman
The rich can take advantage of low rates by loaning cash or other assets to family members.
by
Christopher Robbins
Technology has been a key to adapting to the disruption, CEO Michael Tiedemann said.
by
Noah Buhayar
Before the pandemic, wealthy investors had put money into funds taking advantage of tax breaks meant to help the poor.
by
Josh Miller
The goal is to make sure family members will be satisfied—giving the donor as much joy as the beneficiaries.
by
Ben Steverman
The ultra-rich and their advisers can also take a longer-term view of market volatility.
by
Edvard Pettersson
The helicopter slammed into a hillside while navigating in dense clouds.
by
Sridhar Natarajan
Jason Varnish most recently served as the bank’s global head of prime services risk.
by
Tom Metcalf
Bezos has sold 2 million shares of his Amazon stake, according to regulatory filings.
by
James Tarmy
Dayna Boschco, widow of TV producer Steven Bochco, is putting a 47-acre Napa Valley estate on the market.
by
Ben Steverman
They will pay an average tax of just 2.1% on that income, an NYU law professor estimates.
by
Jeff Stimpson
Stretch IRAs may be gone, but there are still ways to optimize tax planning for plan beneficiaries.
by
Tom Metcalf
It’s not clear whether Jeff Bezos's ex sold the shares, gifted them or otherwise transferred them.
