If enacted, Democrats' tax proposals could cause an exodus of wealth to relatively low-tax Canada.
Rockefeller served 69 years on MoMA’s board, starting in 1948, until his death at age 101.
This family has been embroiled in a decade-long battle over a Macau casino empire.
Irrevocable trusts are just one of the ways to deal with the mistresses and "toy boys" in your client's life.
Just over half of the endowments responding to CAPTRUST's survey work with an RIA and most invest in mutual funds.
A ruling on a marital trust known as a QTIP will save the estate of the former Yankees owner’s widow a bundle.
Tax-friendly trusts that allowed wealthy families to transfer wealth are going through an upheaval.
The feud involves one of the richest families in Canada, and shows no signs of being settled.
If she is successful in making the payment, it would further cement her control of the 167-year-old company.
Adult children and their parents may find the holidays a good time to discuss the what-ifs that lie ahead.
An IRS rule on pass-through entities could hurt the sales prices of Paul Allen's sports teams.
Vulcan, which oversees Allen’s money, was the umbrella for a variety of investments, activism and philanthropic units.
It's not yet known what Allen's estate will do with the NFL's Seattle Seahawks and the NBA's Portland Trail Blazers.
Magna International CEO Frank Stronach, 86, also named his grandkids as co-defendants.
Attendees at Next Gen functions hosted by private banks will one day rank among the world’s most sought-after clients.
One attorney says trustees for wealthy families can meet their fiduciary duties while investing sustainably.
CIBC Atlantic Trust is using one of the hottest new mediums to educate listeners about a range of financial concepts.
The new law doubles the estate-tax exemption to $22 million a couple, spurring interest in dynasty trusts.
In Denmark, divorces are plentiful, and can be completed with the click of a button. But that's about to change.
One newspaper reported Vanessa Trump has been uncomfortable with the heightened scrutiny of the Trump family.