As parents, one of our highest priorities is to provide for our children and secure their future. Part of this responsibility involves planning and structuring wealth in a way that empowers them to ...

Change is the law of life - and learning from the Vanderbilts, families will need to adopt new strategies to ensure successful wealth transfers to future generations. Here Gloria Vanderbilt, Cornelius ...

Volatility from geopolitical shocks, trade skirmishes and the start of the 2020 presidential election cycle makes it an opportune time for multi-family offices (MFOs) and registered investment ...

Learn more about the roles, services and client focuses of asset and wealth managers Asset management primarily involves ...

A recent Private Letter Ruling (PLR133620-18 [released Sept. 11, 2020]) confirms that a charitable lead trust (CLT) that otherwise would have run afoul of the self-dealing rules (by owning a note ...

The Federal Budget 2026 may ultimately be remembered as one of the most significant turning points in Australian wealth ...

Group, a Swiss-founded independent insurance broker specializing in wealth protection and life-insurance solutions for ...

STOCKHOLM--(BUSINESS WIRE)--ROYC, the leading provider of complete private markets operating systems, announces the structuring of a new access fund for Private Wealth launched in collaboration with ...