It may cause trouble down the line If your client is audited.

Certain charitable remainder annuity trusts deemed “listed transaction.”

Proactive succession planning can ensure a smooth transition and continued success.

A diversified portfolio across the public and private markets remains the optimal means of achieving long-term returns for multi-generational investors.

Private equity’s foray into asset-based finance is fueling concerns over hidden debt and concentration risk.

Warhol's estate pays photographer $21,000.

Stop using the word “empowering.”

As families grow and evolve, so too do the needs and goals of family foundations.

Based on their reputational value, successful firms can charge a premium for their capital.