The final regs depart significantly from the proposals released on July 31, 2020.

Shifting the focus from "wealth" to "well-th."

Looking forward to some potentially positive developments in the coming year.

There's a difference between the things that are important in your life and your life’s work.

Advising clients and bridging divides in a time of turmoil.

Just because a client wants to live somewhere doesn’t mean they really should.

Real estate remains a core asset class for many family offices looking to ensure diversification and realize tax advantages.

The pandemic helped pivot the industry in a healthier direction.

Now that the Democrats are in full control, here's a detailed look at the tax law changes they might propose and what advisors can do.