HNW clients want to discuss estate planning and philanthropy with advisors, Everplans introduces “Sharing After Death” and Emperor Investments launches for U.S clients.
Plans that want a customized design should strongly consider this option.
Tax Court denies summary judgment to estate after value adjusted from $183,700 to over $9.6 million.
Cresset Capital Management has launched Cresset Family Office, led by two former executives from U.S. Bank and Wells Fargo.
