Wealth

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…

Dynasty trusts allow ultra-wealthy families to transfer billions across generations while avoiding estate taxes through perpetual trust structures.

Billionaire art foundations combine cultural patronage with sophisticated tax planning, offering unprecedented advantages while raising regulatory questions.

Major foundations are shifting billions from traditional grants to infrastructure investments, combining social impact with financial returns through innovative blended…

Billionaire philanthropists are using donor-advised funds to claim immediate tax deductions while controlling when charitable money actually reaches causes, creating…