Attorney Carol Harrington has achieved equity partner status in a national law industry that continues to underrepresent women.
Art collectors and investors won a victory when an appeals court increased the discount for a decedent’s fractional art interests and ordered a $14 million estate tax refund.
This strategy offered by Wilmington Trust uses a combination of loans and GRATs to ease the estate and capital gains tax hit for wealthy real estate owners.
Two new crowdfunding Web sites want to open up real estate investing to a wider audience of accredited investors.
Sustainable and responsible Investing has moved out of the shadows to become a core concern of young, wealthy investors, according to research by Calvert Investments.
Tangible assets need to be handled by advisors carefully in terms of how they’re valued, checked for authenticity, insured and incorporated into estate and tax planning.
Brendan Ross’s Direct Lending Income hedge fund focuses on filling neighborhood businesses’ unmet need for credit.
U.S. equities will be the performance leaders, followed by developed international stocks, according to analysts at Wilmington Trust.
Investors can expect increased market volatility next year, according to Katie Nixon, the firm’s chief investment officer for wealth management.
Technological advances have helped open up angel investing to a wider swath of accredited investors.