Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.
It’s time to have uncomfortable conversations; advisors must step up .
Nicolas Puech wants to leave his sizable inheritance to his 51-year old gardener.
The Trump-era tax cuts largely gutted the federal estate tax by massively increasing the individual estate and gift tax exemption to roughly $13 million for 2024.
It’s too easy for managers to earn performance bonuses now that interest rates have risen.
The lawsuit between the Haslam family and Warren Buffett's Berskshire Hathaway hinges on obscure accounting rules the family claims could cost them more than $1 billion.
The latest data shows the number of millionaire households in New York City has swelled, thanks in large part to 2021’s blockbuster year for financial markets.
A Supreme Court case about unrealized capital gains has implications for Biden’s proposed tax on the very wealthy.
