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Private Wealth

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Jeff Bezos Reaps Florida Tax Benefit With $4 Billion Amazon Share Sale

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Leaving the state of Washington state could have saved Bezos $288 million in taxes.

Nearly All Wealth Gained By World's Rich This Year Comes From AI

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AI-related stocks are making the world's richest even richer.

Partnerships Between AI Firms And Militaries Will Grow At Expense Of Legacy Defense Contractors

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Generative artificial intelligence tools have the potential to serve valuable defense purposes.

How Auto Portability Can Improve Retirement Outcomes For Americans

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Spencer Williams of Retirement Clearinghouse discusses the adoption of auto portability in the retirement industry.

NFL Succession Crisis Forces Teams To Let Private Equity In

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The NFL has formed a special committee to consider ending a block on private-equity funds.

One Step Ahead Of The Wealth Management Evolution

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Gene Todd of Fiduciary Trust International discusses some of the biggest challenges facing the industry today.

The Most Effective Ways To Source New Clients

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Almost half of the wealth managers surveyed find their ideal clients from client referrals.

Unlocking Financial Independence Advice For Widows

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Jeremy Raffer of Raffer Wealth Management helps widows navigate one of the immediate challenges of paying their bills.

Treating Wealth As The New Family Business

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Without careful planning and ongoing attention, family wealth can dissipate quickly.

How Clients Can Handle Big Tax Debt

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The IRS offers a range of options for gradually paying off a large tax debt, advisors say.

Why Few Accounting Firms' Wealth Management Practices Are Successful

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These firms find it difficult to effectively introduce wealth management to clients.

Successful Entrepreneurs Building Family Dynasties

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A family dynasty is when the wealth in the form of buying power coupled with core family values continues for at least five generations...

Ken Griffin Wants To Stop 'Toxic Waste' Casinos In South Florida

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The Citadel founder opposes a bill allowing gambling venues in his Florida backyard.

Sotheby's Wins Suit By Russian Billionaire Over Art Fraud

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The trial opened a rare window into the mysterious world of high-end art purchases.

Demand-Side Uncertainty Offsets The Risk To Oil Trade Of Middle East Instability

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Financial markets have priced in an assumption that the threat of broader conflict in the Middle East is low.

How Wealth Managers Can Optimize Tax Management All Year Long

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Michael Pass of Maxit discusses some of the biggest pain points for wealth managers when it comes to tax season.

Half Of Accounting Firm Wealth Management Practices Are Unsuccessful

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Many accounting firms' wealth management practices are not achieving the expectations and goals of the accountants.

Chicago's Wealthy Raise $66 Million For Fight Against Crime

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The donors include the Crown and Pritzker family foundations.

Ex-Citi Bankers Target Family Offices Across Americas From Miami

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Their plan is to help single-family offices from Latin America build real estate investment companies.

How To Capitalize On The Great Wealth Transfer

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Millennials are on track to become the wealthiest generation in history.

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