In this Journal of Accountancy branded podcast, hosted by Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, experts discuss how to help clients, especially high-net-worth ones, ...

Tax advisors can play a significant role in alerting clients to the availability of various options and strategies for an ...

Want to build lasting wealth? These 5 strategies used by wealthy families can help secure your financial future for generations.

The statistics are sobering. Studies show that 70% of wealthy families lose their wealth by the second generation, and 90% have depleted it by the third. Despite decades of hard work building ...

Because families are dynamic, insurance solutions must be able to accommodate shifts across borders, regulations and roles ...

Wealth isn’t always as cut and dry as it seems. Between private businesses, investment properties, or rare collections, not all wealth is ready to cash out at the drop of a hat. Whether it’s estate ...

For individuals preparing to exit highly appreciated assets, a CRT-ILIT plan can convert a taxable sale into a powerful legacy strategy.

Estate planning is important for everyone who wants to protect their assets and ensure that their loved ones are taken care of after they pass on. More so for high-net-worth individuals whose estates ...

Acres Insurance Brokers has launched a new private client and high net worth division as part of its plan to double in size ...

You’ve undoubtedly heard the expression, “It takes money to make money,” and this idea rings true for many high-net-worth individuals (HNWIs), as well as their ...