Private Wealth

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Clients Might Want To 'Use Not Lose' Expiring Estate Tax Exemptions

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Wealthy clients might want to take basic exclusions on estate and gift taxes before they're cut in half.

Private Bankers Descend On Booming Lisbon To Tap Wealthy Expats

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A wave of affluent foreigners has flocked to the Iberian nation.

Billionaire Bunkers For An Increasingly Dangerous World

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Some people are worried about various doomsday scenarios and taking action to ensure survival.

States Stepping Up Efforts To Tax Former Residents, Advisors Say

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States are in some cases trying to slap a tax on stock sales that happen after a taxpayer leaves.

Roth IRAs: The Intriguing Mathematics For High-Wealth Taxpayers

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But once the money is invested in a Roth IRA, it can go into almost any investment activity you please.

Richest New Jersey Neighborhood Dealt Blow In Cheap-Housing Spat

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Millburn is fighting to stop 75 affordable apartments from being built on the town dump.

Madison Avenue's 'Le Penthouse' Owner Files For Bankruptcy

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The luxury Madison Avenue condominium listed in 2019 for $98 million.

How Wealth Managers Build Powerful Brands

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There are four core steps to building a powerful brand.

Post-Sale Business Owners Are The Optimal ‘Ideal Clients' For Wealth Managers

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Due to demographics, business owners post-sale will likely become ideal clients for a more significant percentage of all wealth managers.

Doctor's Sons Turn Billionaires As Saudi IPOs Mint New Fortunes

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A hospital group is set to become the kingdom's biggest listing of the year.

Christie's Extortion Deadline Ends Without Hackers Posting Data

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A group called RansomHub had threatened to release the data of auction house clients.

How Billionaires Bought 70% Of Detroit's Offices And Transformed The City

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Dan Gilbert, the Fords and Ilitches have taken over much of the city.

Mercer Advisors Launches Private Markets Platform For Clients

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The firm will open private investments to clients with at least $5 million in assets.

An Early Venture Capitalist Is Selling His $26 Million San Francisco Mansion

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This roughly 8,000-square-foot, Mediterranean-style home is perched in the Sea Cliff neighborhood.

Wall Street Billionaires Are Rushing To Back Trump, Verdict Be Damned

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A growing number of financial elites are throwing their weight behind Trump.

French Gates' Unconditional Millions Bring Doubt, Then Delight

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It's a departure from the bureaucratic structure of the Gates Foundation.

Private Equity Firm's New Platform Offers Wealthy Access To Middle-Market Deals

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Milwaukee-based Borgman Capital rolled out a platform for the wealthy and family offices.

Rich U.S. Homeowners With Adjustable-Rate Mortgages Are About To Get Whacked

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A small but mostly affluent group of Americans are about to see mortgage payments skyrocket.

Looming Cut In Estate Tax Exemption Has Advisors Looking To Trusts

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Clients need to consider trust strategies as the expiration date on TCJA tax reforms draws nearer, advisors say.

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