Former Denver Broncos owner Pat Bowlen left ownership of the NFL team to three trustees. They're tasked with finding the next owner of the team, which may or may not be one of Bowlen's children.
An ever-growing number of family offices want to get their proverbial feet in the door. How should they go about it?
Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.
The court discounted an ILIT’s $6.5 million receivable by a whopping 65%.
Designated beneficiaries may be disregarded in certain situations.
The values of older and new generations are increasingly difficult to reconcile.
Citadel’s founder discussed his views on `Bloomberg Wealth with David Rubenstein.’
An arbitrary allocation to fixed assets impacted by inflation is the primary risk to a multidecade retirement and legacy investment portfolio.
There are endless rewards to using credit cards strategically. Carrying a balance negates them all.
The IRS rules that they don’t result in loss of generation-skipping tax exemption
