Many wealthy parents worry about how best to prepare their children for their inheritance. With the right help, it's possible to foster financial maturity without creating a sense of entitlement.
Where will your art collection end up? Will you pass it on to heirs, or will you donate it to a charity? If you want to donate art and take a tax deduction, make sure the donation meets IRS criteria.
When considering a move to the U.S., those with substantial wealth should engage with competent, experienced advisors who are familiar with the ins and outs of U.S. tax law and can provide advice that makes the transition as easy as possible.
Taking steps to ensure your board is well-designed, well-informed and properly engaged will reap significant benefits for your company's shareholders and management team.
It's critical that business owners leaving a large estate behind devise a plan that anticipates every eventuality and utilizes all the tools available to them.
BNY Mellon Wealth Management has named Shaun Skeris as a Senior Client Strategist in Newport Beach, CA. Skeris will be responsible for acquiring and advising high net worth and family office clients, reporting directly to Regional President Carla Furuno.
BNY Mellon Wealth Management has named Rick Calero as Head of Lending and Deposits. As the leader of BNY Mellon Wealth's banking business, Rick will be responsible for creating a strategy that will facilitate growth in what is a critical component of the firm's overall client offering.
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