Individual Wealth

Ray Dalio and the Koch family have pioneered philanthropy through the 501(c)(4). More than just a charity, it can avoid punishing taxes, retain business control and even influence politics.

The agency says an army of new auditors could help raise as much as $1 trillion by forcing tax evaders to pay their fair share.

Money managers for the ultra-wealthy plan to increase their allocation to private equity in 2023, according to a new survey.

Family discord and mental health struggles lead to unfortunate outcome.

Given the difficult market conditions over the past year and increasingly competitive financial planning landscape, 2023 may be the right time to consider building out your firm’s offerings.

The Milken Center's first major research project combines data on health, safety, personal freedom and other categories, with Massachusetts coming out on top.