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David Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. He concentrates his practice on trust and estate planning and administration, representing owners of closely held businesses, family offices, principals of private equity and venture capital funds, individuals and families of significant wealth.
January 4
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Stocks and bonds may start moving in opposite directions this year, after both tumbling and challenging the validity of the 60/40 portfolio.
January 4
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The Internal Revenue Service audited fewer taxpayers last year, according to a new report, although audits of millionaires ticked up slightly.
January 4
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On many unregulated cryptocurrency exchanges, wash sales may be highly inflating stated volume, according to a recent study.
January 4
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For the wealth management industry, 2022 was a historically difficult year. How will advisors bounce back in 2023?
January 4
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John Siegman is the co-founder of HazardHub, a property risk data company that was acquired by Guidewire in mid-2021. He is now a senior executive at Guidewire helping to lead the direction of the HazardHub solution and guiding P&C insurance clients in innovating their data integration into critical processes.
January 4
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Financial advisors are predicting a year of change in 2023 — just not the changes you might expect.
January 4
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At Future Proof 2022, the award-winning CFP shared her tips for aspiring wealth management professionals and her thoughts on breaking into the field.
January 3
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Surge Ventures will invest in software addressing the industry's "data hygiene challenge" and help founders navigate startup challenges.
January 3
