Major donations by the super wealthy are on the rise, optimistic clients make new year's resolutions and Betterment for Advisors partners with the FPA.
IRS approved converting one charitable remainder unitrust into two
Essential to follow various date-of-delivery rules
UHNW families may benefit from a greater understanding of a recently available opportunity to create more for family and charity.
What Sean Parker, Mark Zuckerburg and Sandy Weill all have in common.
