Ultrahigh net worth

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

Advisors should not overlook client savings accounts as idle funds.

Brash and bumbling? Or genuinely caring? Truth and fiction are blurred in depictions of planners in movies and TV shows.

“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.

In addition to investment strategies, there's another lever advisors can pull for better outcomes.

The bank criticized the jury for "accepting to the penny" the family's legal team's invitation to award the $8 billion without doing any independent analysis.

The UHNW world is jolted by unwanted offshore disclosures and prominent executives are finding themselves in an uncomfortable spotlight.

Five ways to build a successful charitable planning practice.

Advisors are responding to growing interest from clients to track and even trade the digital coins.

The findings come as asset management firms are threatened by digital tools.

With bonuses, which can account for half of total pay, the average pay for a North American family office CEO totaled $631,000.

Ensuring that a client's windfall today lasts longer than just tomorrow takes more than financial acumen, experts say.

Wealthy people in their 80s have the highest average net worth of any age bracket, according to the agency's study.

From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.

The Dynasty-affiliated RIA manages around $15 million on average per client.

The execs were moved up to roles overseeing key markets in the New York Tri-State and mid-Atlantic regions.

More than 80% of the richest clients want big asset growth later in life, according to a new UBS survey.

The new hire is part of the bank's push to expand the wealth management business.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

It’s tremendously rewarding to help people make smart decisions about their wealth.