The levy would apply to taxpayers who for three consecutive years have had assets worth at least $1 billion or have earned at least $100 million three years in a row.

UBS' new digital bank will service affluent customers with between $250,000 and $2 million in assets, putting it more in direct competition with firms like Morgan Stanley.

Collectibles, crypto, classic cars and coins are all part of your clients’ estates.

Acknowledgment needs to be direct and unequivocal, says Florida court.

It may no longer work for 21st century American society.

Practitioners should pursue these objectives.

Gina Haspel will oversee King & Spalding’s risk-advisory service, working with major banks and other institutional firms to help clients assess risks to family wealth.

Take note of these revenue offsets and their potential effective dates.