Ari Brojde thought his grandmother's estate would be easy, but it took nearly three years to settle. He recommends talking ...

November 2024 AFRs and 7520 Rate - The November 2024 Section 7520 rate for use with estate planning techniques such as CRTs, ...

The family office sector is undergoing a profound shift as the "great wealth transfer" continues to reshape wealth management.

LGT Crestone has agreed to acquire Commonwealth Private Advice, the personal advice division of the Commonwealth Bank of ...

Commonwealth Bank has offloaded the last vestiges of its wealth advice operations in a deal with LGT Crestone that will ...

The Spear’s Awards acknowledge and honour entrepreneurs, philanthropists and leaders for their innovation, success and ...

To seize the opportunity that digital wealth management presents, banks should first look for an engagement banking platform ...

Several new surveys highlight the increasing interest in family investment offices in private markets, such as PE and venture ...

For years, Goldman Sachs’s private-wealth team has focused on providing investment advice to the ultrarich. Now, it wants to ...

Laura Cuber, wealth advisor at Bartlett Wealth Management in Chicago, echoed that sentiment. "Most clients that are referred ...

The approach to generational wealth management is evolving as families increasingly seek strategies that not only preserve ...

The Global Wealth Management Summit is FT Live and PWM’s flagship gathering of private banks, family offices and wealth ...