Wealth

Dynasty trust legislation is splitting estate planning attorneys along ideological lines as the 2025 estate tax exemption sunset approaches and…

The SECURE Act's 10-year rule on inherited IRAs is creating a tax compression crisis for middle-class families with no coordinated…

Family offices are quietly backing secondhand luxury resale platforms, drawn by high margins, authentication technology, and counter-cyclical market dynamics.

Congress is pushing to impose mandatory payout rules on donor-advised funds, targeting a loophole that lets donors claim immediate tax…

Donor-advised funds hold hundreds of billions in unspent charitable assets. Donors claim tax deductions immediately but face no legal obligation…

States are racing to attract dynasty trust business with favorable laws, zero income taxes, and perpetual trust rules - and…

Ultra-wealthy families are relocating investment operations to Florida, Texas, and other low-tax states, potentially saving millions annually on investment income…

High-net-worth families are investing in fractional sports team ownership for diversification and exclusive access, despite significant risks and high entry…

Ultra-wealthy individuals use Charitable Remainder Trusts to defer taxes while generating income and supporting philanthropy through sophisticated trust structures.

Private equity firms have invested over $15 billion in RV resort acquisitions since 2019, transforming budget campgrounds into luxury destinations…