Wealth Planning

Very wealthy individuals tend to diversify their assets over several regions, and Swiss banks see a role in offering tax-compliant investment opportunities in a stable country with a crisis-proof currency.

Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary.

The FAST Act essentially allows the U.S. government to trap and hold U.S. citizens with alleged unpaid taxes. And it is.