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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Michael Phelps Shares Lessons on Success
By Dinah Wisenberg BrinIf I wasn't going to do the work, somebody else was," the 23-time Olympic gold medalist said.
October 24, 2023
10 Habits That Keep Families WealthyMost wealthy families lose it all in three generations, psychologist Courtney Pullen says.
October 23, 2023
8 Traits of Billionaires Under 50This group makes up 9.7% of billionaires worldwide, according to Altrata.
October 20, 2023
Texas to Vote on Wealth Tax Ban in NovemberVoters will decide on a constitional amendment banning wealth taxation at the state level.
October 19, 2023
20 Universities With the Most Ultra-Wealthy GradsA fifth of people with more than $100 million attended these schools, according to Henley & Partners.
October 18, 2023
3 Steps to Helping Clients With TrustsTo maintain family assets across generations, build emotional trust and work with legal trusts when it makes sense.
October 17, 2023
How an IRS Contractor Leaked Tax Data on Trump, Bezos and MuskCharles Littlejohn stole tax information on thousands of wealthy Americans and leaked it to several media outlets.
October 17, 2023
4 Tax and Planning Tips for Retiring AbroadForeign laws can affect expats' retirement income and estate plans in ways they might not expect.