High net worth

All artworks, racehorses, cars, and trading cards are not created equal, and not all “investment opportunities” are the best in their field.

United Capital has a new name, but key challenges remain for its new owner.

As the wealthy often sidestep estate taxes, one law professor offers a code change that forces heirs to pay income and payroll taxes on all inheritance.

The Wall Street giant reveals how it plans to capture a bigger share of the HNW and mass affluent markets.

The bank is an aggressive recruiter of HNW and UHNW talent.

When the world’s wealthy look for a bank to entrust with their personal fortunes, Goldman Sachs isn’t necessarily on their speed dial.

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.

“The market is actually using proxies for understanding ESG data,” says BlackRock’s global head of sustainable investing.

A quarter of wealthy investors' average assets are currently in cash, according to a new survey.

More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.

Nearly $388 billion of the super rich's net worth has been wiped away since 2016.