High net worth

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

Citigroup, whose U.S. wealth management business oversees about $181 billion in client assets, created a new business to sell products through independent advisors as CEO Jane Fraser maps a path to managing more money for wealthy individuals.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

The ultra-rich have direct access to asset classes, including private markets and Bitcoin, that other investors, including mass affluent ones, don't.

While I bonds can be a worthwhile investment, they're not as useful for high-net-worth investors close to or in retirement, writes Alexis Leondis.

Individuals have already started receiving requests for information, according to tax attorneys.

Biden’s approach might be politically astute, but from a fiscal-design point of view, it’s partially self-defeating, Bloomberg’s Clive Crook writes.

Bizarrely, the administration’s plan targets two loopholes that pass-throughs often use to lower their tax bills, says Bloomberg's Alexis Leondis.