The Patagonia Purpose Trust, and how high-net-worth individuals combine tax mitigation and charitable intent, was a thematic story in 2022 for advisors.
What are the tax implications?
Some of the biggest US foundations held concentrated positions that have plunged even more than the stock market, at a time when nonprofits are concerned giving will slow.
The next generation of wealthy families is confronting a variety of challenges ahead of inheriting large fortunes, according to a report.
It is important to understand the potential hazards of endowment gifts and consider options to mitigate them before funding one.
Kenneth Griffin claims the agency violated his right to privacy.
Denver Broncos owner Pat Bowlen resigned as CEO of the team in 2014 and died in 2019. His unique estate plan tasked a group of trustees with finding a new owner.
New survey sheds light on spending and investing plans.
This is not your average holiday gift guide.
Don’t let high-net-worth clients and business owners fumble the ball in their rush to beat the calendar.
