Here are some best practices to help your client manage their newfound wealth responsibly.

A new entrant into the growing DAF-related advisortech space is leaning into community to set them apart.

If found guilty, they may be liable for up to $1 billion in back taxes and fines.

A helpful and powerful tool for charitably inclined clients with complex assets.

Son of heiress to Texaco fortune may be liable for penalties for willful nondisclosures.

Wherever there's change, there's also opportunity.

DAF startup Daffy recently experienced a jump in activity after embracing the significance of the number 18 in Jewish culture.

New Chief Counsel Memorandum deems promotional materials misstate and mischaracterize the technique's efficacy in certain circumstances.

Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption limits.