High net worth

The potential for higher taxes next year may accelerate deals.

The operation will start with six employees and offer services to boutique firms that don’t have the capabilities of a large private bank.

The flood of new money has made the area one of the world’s hottest — and most competitive — wealth markets.

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.

The firm is looking for ways to maintain its edge and reinvigorate its shares, which have trailed rivals over the past year.

In 90% of families, wealth disappears by the end of the third generation.

The Wall Street executive founded three companies, including private-equity firm Lightyear Capital.

The move underscores wealth managers’ increasing focus on the not-yet-fabulously rich to boost profitability.

The 2017 Republican tax law approximately doubled the estate and gift tax exemption.

Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.