Individual Wealth

Oregon Supreme Court deems out-of-State QTIP trust part of surviving spouse’s estate.

In sheer size, the leak of the financial records known as the Pandora Papers eclipses that of the Panama Papers in 2016. 

Who got their fintech in my philanthropy?

A recently enacted New Hampshire law is the next step in an overdue evolution.

U.S. states including South Dakota, Nevada and Delaware have become havens for financial secrecy.

The Bill & Melinda Gates Foundation -- the largest philanthropy in the study, with almost $50 billion in assets -- was the only one to report that 0% of its holdings are with diverse firms.

There are unique considerations advisors need to take into account.

Industry participants expect an eventual EB-5 reauthorization, but the vagaries of the current Congress make it hard to predict when that might happen.

Questions advisors should be asking their clients (and themselves) ASAP in this frantic time of FOMO.

Around 90% of affluent households indicated they had responded to the Covid-19 pandemic with donations to organizations that provide basic necessities such as food, shelter and health care.