Individual Wealth

In an industry dominated by service, sometimes a powerful product can still be king.

Ophelia Snyder, 29, is already managing $2.5 billion. She’s now teaming up with Cathie Wood to bring a Bitcoin ETF to the U.S. — if regulators allow it.

The new fund will focus on asset classes hurt by the pandemic that have room for a rebound.

A holistic approach eases HNW investors' concerns to allow them to take more risks in pursuit of higher returns.

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.