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Wealth.com Launches Family Office-Inspired Estate Planning Tools
By John ManganaroThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
June 12, 2024
5 Top Planning Issues for Family PropertiesThese assets are often imbued with memories, history and intermingled finances, warranting careful consideration and planning.
June 11, 2024
BNY Orders a Rebrand, With No MellonThe 240-year-old financial services company has a new logo and a simplified name.
June 10, 2024
Ex-NFL Player Finds New Field, Similar Strategy at RIA Serving Ultra-WealthyAfter retiring at 30, former Broncos wide receiver Bennie Fowler is leading market expansion at Caprock.
June 07, 2024
Wealthy Families Fuel $20B Private Equity Buyout WaveThey've made a mark on Wall Street as go-to sources of capital for investment firms like KKR & Co. and Silver Lake.
June 07, 2024
New Book Blames Yuppies for Trump, Housing — Basically EverythingTheir success came from a changing economy organized around manufacturing money into more money, says author Tom McGrath.
June 07, 2024
Cresset Acquires 130-Year-Old Family Office Firm in MichiganThe deal will bring the AUM of Cresset, led by Eric Becker, to more than $52 billion.
June 07, 2024
Supreme Court Rules Against Estate in Business Buy-Sell CaseA stock redemption agreement didn't offset the value of the life insurance used the arrangement, the justices found.