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Gramercy Advisors Sues Jacksonville Jaguars Owner in Tax Avoidance Case
By Melanie WaddellBillionaire Shahid Kahn sued Gramercy after the IRS and state authorities disallowed tax losses he had claimed.
September 28, 2021
New Morgan Stanley Program to Help Wealth Managers Work With Ultra-Wealthy FamiliesThe Morgan Stanley Family Legacy and Governance Institute is intended to help them support decision-making and success within families.
September 28, 2021
'An Estate Tax Every Year': Ed Slott Blasts Plan to Tax Billionaire Wealth GainsA proposal to tax billionaires' unrealized capital gains has Biden's support, but it would be impractical to implement, Slott says.
September 28, 2021
Cresset, Berman Capital to Form $20B Multifamily OfficeBerman currently manages about $4.7 billion and has offices in Atlanta and Austin, Texas.
September 28, 2021
Richest Americans Use This Trust to Avoid Estate Taxes: ProPublicaLaurene Powell Jobs, Charles Koch, Michael Bloomberg and other members of the top 0.1% have relied on grantor retained annuity trusts.
September 27, 2021
A Strategy for When Your Friends Are Chosen for YouWhen chance or circumstance throws you and new people together, silence can be less than golden. Here are some pointers.
September 24, 2021
VIP Views on Today's Top Planning IssuesExperts weigh in on the pandemic's impact, as well as the latest portfolio, retirement and tax issues.
September 20, 2021
More Wealthy Business Owners Looking to Retire, Move or Sell: SurveyTwo-thirds of wealthy business owners say COVID accelerated their plans to retire or sell, Clarfeld | Citizens Private Wealth found.