Individual Wealth

The premier HNW client portal to understand the latest trends in wealth planning, retirement, college planning, taxes and more.

Highlights

We pay very low cash compensation relative to most companies We also have no incentive compensation of any kind And the reason we dont is because it is detrimental to teamwork Photo by David RyderGetty Images

Did the IRS Data Leak Do More Political Harm Than Good?

Jun 17, 2021

Attempt to reveal how the rich pay little in taxes might backfire.

MacKenzie Scott Donates $2.7 Billion, Blasts Wealth Gap

Jun 15, 2021

Scott gave to 286 organizations from the Alvin Ailey American Dance Theatre to racial equity funds in...

When Your Reputation is Attacked, Never Complain and Never Explain

Jun 15, 2021

But also, like the royal family, never say never.

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