Belinda Schwartz, chair of the real estate department with Herrick Feinstein, comes on the podcast to discuss how HNWIs and family offices approach investing in the commercial real estate sector.
A bipartisan 'Dear Colleague' letter from members of the Ways and Means Committee highlights the effectiveness of donor-advised funds.
For many HNW clients, an additional passport is like a nontraditional insurance policy that’s better to have and not need, than need and not have.
Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift?
Former Denver Broncos owner Pat Bowlen left ownership of the NFL team to three trustees. They're tasked with finding the next owner of the team, which may or may not be one of Bowlen's children.
An ever-growing number of family offices want to get their proverbial feet in the door. How should they go about it?
Designated beneficiaries may be disregarded in certain situations.
Shopoff Realty Investments is the latest private real estate firm to move into online by forging a new partnership with Alternative Investment Exchange.
Fidelity Charitable received $331 million in digital assets last year through its donor-advised funds, a nearly 12-fold increase from the $28 million it got in 2020.
A sneak peek at results from an upcoming exclusive research report.