Al W. King III is the Co-Founder, Co-Chairman and Co-Chief Executive Officer of South Dakota Trust Company, LLC (SDTC) and ...

The story of the Pritzker family is well known. What began as a vision to build dynastic wealth through tightly controlled, ...

Choose your subscription now and dive into expert insights today! He is a member of the Tax Management Estates, Gifts and ...

Recent changes have made the use of a C corporation a viable option when contemplating a sale.

Understanding the unique dynamics and specific needs of Hispanic families is essential for providing meaningful ...

The goal isn’t to replace the attorney’s expertise, but to amplify it.

While QTIP trusts defer estate taxes until the death of the surviving spouse, the trust as... Eric C. Nelson is a shareholder with Greenberg Traurig, LLP and serves as co-chair of the firm’s Global ...

Patricia Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC, and an Adjunct Professor at Columbia University. A recognized thought leader in multi-generational family governance and ...

Also, Prime Capital announces two recruits from Edelman Financial, and Raymond James lands two Commonwealth advisors.

Technology makes estate planning accessible across wealth spectrum while protecting AUM and creating deeper client bonds than ...

Private equity firm Constellation Wealth Capital makes minority investment in Atlanta-based RIA to fuel Southeast expansion ...

Cresset, a multi-family office and wealth manager with over $235 billion in assets under management and advisement, has added ...