Individual Wealth

For longtime denizens of Wall Street, it’s perhaps of some relief that Gen Z Ivy Leaguers are as puzzled by the past 18 months in financial markets as they are.

Pricey private institutions are more likely to take a family’s home equity into consideration when fashioning financial aid packages.

New York is a particularly assertive tax collector and has historically relied on field audits primarily of high-net worth individuals.

Nubank’s David Velez and his wife, Mariel Reyes, committed to give most of their wealth to philanthropy.

CRG is trying to connect with family offices and high-net-worth investors, as well as underrepresented investor groups, for its new logistics fund.

Help clients by keeping holistic focus in mind.

Show clients that, in the big picture, the risk of buying a home right now is relatively small.

Courts have ruled funding pooled special needs trusts after age 65 is not an uncompensated transfer.

The sale, which will take place live at the Bellagio and be conducted by Sotheby’s, will include paintings, works on paper, and ceramics.

More than 80 taxpayers collectively walked away with more than $1 billion in total savings in 2018, the first year the pass-through tax break was available.