Estates will have to wait for refunds.

Selling for less could mean future tax savings.

Ensuring wealth is a force for good, in a family and the world, is a team sport. Start training client families now.

The head of Bank of America’s private bank oversees a group managing customers ready to invest at least $3 million. Business is booming, she says.

Puerto Rico's “resident investor” incentive, commonly known as Act 22, lures wealthy individuals with the promise of legally skirting U.S. federal income tax.

We analyzed the endowments of more than 1,000 private, nonoperating foundations with assets of less than $50 million over a two-year period.

The 18-month pilot program is a reaction to the agency taking heat from practitioners for slow response times.

Don’t underestimate clients’ charitable intentions.

What happens to the convicted murderer's fortune?

Families don’t just pass on wealth; they pass on communication strategies they learned from the generations before them.