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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.
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act Fast
By Robert Bloink | William H. ByrnesA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.
October 08, 2021
Super Rich Now Hold More Wealth Than All of the Middle ClassThe top 1% represents about 1.3 million households who each roughly make more than $500,000 a year.
October 08, 2021
Gramercy Advisors Sues Jacksonville Jaguars Owner in Tax Avoidance CaseBillionaire Shahid Kahn sued Gramercy after the IRS and state authorities disallowed tax losses he had claimed.
October 07, 2021
UBS Launches 3 'Collectives' to Connect Philanthropically Minded ClientsThe initiative aims to combine clients' expertise and mobilize their capital to address major issues.
September 30, 2021
6 Ways to Adapt Your Investment Offerings to the Digital AgeAs interest rates remain low and investors gravitate to tech platforms, advisors must evolve or die.
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.