Too little attention often is paid to assets outside of the jurisdiction where the parties intend to reside.
At this stage of clients’ lives, addressing fears is just as important as their goals.
If you’re going to sell out, do it at the top of the market.
Applying a 2% rate to the wealth of the world’s 2,750 billionaires could raise some $250 billion a year.
Reporting requirements are set to commence on January 1, 2024. Here's how to prepare.
Fractional operators – dominated by Berkshire Hathaway Inc.’s NetJets and Flexjet — saw a 5.2% increase of flights in the first nine months of this year.
Higher tax rates actually may help your client.
Opportunities for tax savings and legacy planning abound.
But can it be sustained, given the negative asset growth in 2022?