His family discovered thousands of Post-it notes with potential deals and financial commitments all over the walls at his Park City, Utah, mansion.

How to help your clients invest their philanthropic dollars in a charity that will last.

An Origin Investments survey finds that many investors with deep pockets are pragmatic and not looking for “unicorn” opportunities in the real estate space.

Year-end conversations with clients can serve many purposes.

Be on the lookout for these three major shifts.

The most significant change to state law governing powers of attorney in almost a decade.

Advisors say they’re busier than ever in the last weeks of 2020, especially with helping clients transfer wealth to the next generation tax-free while they still can.