Mission statements can play a critical role in a family’s success.

UBS is setting up a new unit specifically for rich clients who require investment banking services.

Help clients maximize deductions, particularly during giving season.

Kristin Lemkau will become chief executive officer of the business, U.S. wealth management, and report to Gordon Smith, head of the consumer bank.

Even discretionary beneficiaries may be subject to tax on distributions.

Is a COO right for your practice?

A tax-savvy strategy for clients.