High net worth

Family offices saw a growth in returns last year fueled by soaring stock markets and private equity.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.

Tax planning is part of financial planning — but pay attention to the terms of your partnership.

An alphabet soup of confusing terminology is hindering clients and advisors from identifying portfolio opportunities.

Digital assets are an increasingly important, yet overlooked, part of a client’s profile.

Direct investing offers wealthy ground-floor business opportunities.

Two of the league's top lifetime earners, Tim Duncan, and now Kevin Garnett, say Banks collectively stole more than $100 million.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

Use these best practices to maximize savings for clients' kids — from birth to college graduation.

Here's how to make the most of high-net-worth clients' charitable nature.

Instead, Chairman Jay Clayton should be looking for a quicker way for companies to move from private to public markets, and back.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

For wealthy people, Uncle Sam is a major challenge to asset growth.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

House hunters and sellers have been busy in these cities this summer.

Sometimes a planner's advice can go awry, despite best intentions.

As some investors flee emerging markets, others see deals. Here’s what advisors should know.