Security is becoming a central consideration in structuring everything from family offices to succession plans.
The Peter Seidler case serves as a cautionary tale about the pitfalls of trustee selection.
The wealth management landscape is undergoing a transformation reminiscent of the banking consolidation wave that reshaped American finance.
This ruling underscores the tension between the federal government's ambition to address financial crimes and the constitutional limits of its authority.
This trust can help you defer capital gains on business sales, though some charitable trusts can, too.
The IRS maintains strict standards for charitable contribution deductions. Here are some practical steps to ensure compliance.
DSTs should be considered along with charitable trusts when weighing a client's deferral needs.
Understanding how to navigate this market is essential for wealth managers and their clients.
The collection had been stored for the past 100 years and is believed to be worth around $72.5 million.
Understanding how to navigate this market is essential for wealth managers and their clients.