HNW clients need to start thinking about moving their assets.

Before seeking expert opinions on their worth, it is crucial to assist your clients in adjusting to their newfound ownership.

A tweak to perspective, process or presentation could pay dividends.

Ignore the difference at your peril.

It is important to distinguish between risky behavior and sub-optimal decision-making.

The Internal Revenue Service issues new guidance on whether it’s a taxable gift.

Those who are product agnostic will prevail in the uncertain times ahead.

Shift in interest rates provides impetus to discounting promissory notes.

Developments from 2020 to 2023.