There’s very little variety for U.S. households in dealing with their financial investments.

Once regarded as novices, family offices are looking beyond stocks and bonds to pursue direct investments in companies and real estate. The most sophisticated are turning into investing giants.

They provides tax benefits for both the donor and the organization.

A study by the Center for American Progress finds big tax breaks for President Trump and many of his billionaire Cabinet members.

The ultra-high-net-worth advisors find embracing qualitative factors—the “soft side” of wealth management—is key to helping families maintain their wealth.

The number of Gen X /Y millionaires is growing, seniors like ESG and GOODING rocks about financial literacy.

Increasing the taxes on the wealthy with worldwide assets.