High Net Worth

The Rich Are Using Robos and That Scares Banks
Top executives including Morgan Stanley's James Gorman and Wells Fargo's CFO John Shrewsberry said they must develop robos to complement their sales forces.
A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations. Read More »
The wirehouse hired Vinay Pande, a former partner at the asset management firm, as clients move more towards hedge fund-like products to weather market shocks. Read More »
The U.S. has more than 1 million households with $5 million or more in investable assets – Are they near you? Read More »
With regulatory scrutiny on the rise, Ann Limberg, U.S. Trust's head of philanthropic solutions and the family office, discusses her firm's approach to clients' charitable giving. Read More »
The newly appointed executive will coordinate a cross-platform family office strategy to ensure that family offices can access Wells Fargo's products and services easily. Read More »
Though it can be hard to give a up a home, there are significant tax advantages for the ultra-wealthy to move before — or even after — the challenges of old age set in. Read More »
Pathstone's merger with Federal Street is "a defining deal for firms serving the UHNW segment," says industry consultant Jamie McLaughlin. Read More »
The executives decided to leverage their skills in their own areas of expertise. Read More »
Planners need to understand some of the functions that might be included in a modern trust. Read More »
Revenue and cross-selling opportunities are highly valued by banks grappling with higher costs for trading businesses. Read More »
A former wirehouse advisor has been building a new firm from the ground up. Read More »
"Great wealth is volatile — highly volatile," says Michael Spellacy, a senior partner at PwC. Read More »
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