As philanthropists come to think of themselves as social investors, non-profits must also redefine themselves as "for-purpose" institutions that can aid in identifying opportunities across the investment spectrum.Read More
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.
At the Milken Institute’s Global Conference, CEO Catherine Keating spoke with Bloomberg TV’s Carol Massar about the growing interest in private equity investing, the resilience of the current bull market and the increasing significance of women investors in the wealth industry.
BNY Mellon Wealth Management’s, Jeff Mortimer discusses the recent resilience of the market. Have we shifted in sentiment?
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