The Apollo co-founder has sold or gifted 9.1 million shares of his multibillion-dollar stake since January, the most in a calendar year since the private equity firm went public more than a decade ago.

Like Republicans before them, deep-pocketed liberal donors have discovered that their dollars aren’t likely to be a deciding factor in whether President Joe Biden decides to bow out of the race.

What is horizontal wealth transfer?

Almost a third of the world’s millionaires will be in emerging markets by 2028, according to the Global Wealth Report 2024, as the millionaire population increases in nearly every country.

The agency shifts its focus to a wider income range.

Rev. Proc. 2024-22 relates to organizational requirements and exempt purposes.

It can be a “financial helping hand” and a great way to test-drive how well the adult kids will handle their inheritance when the time comes.

James agreed to a two-year, $104 million deal with the Los Angeles Lakers, putting his net worth at almost $1.5 billion.

His two daughters accuse their brother of mishandling their late father’s assets

Without proper guidance, this client group can miss opportunities.