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 ...

Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and ...

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

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

Thomas Foley has been appointed chief underwriter and Christopher Guerin has been named deputy chief underwriter of Bermudian ...

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 ...

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

The signing ceremony for the partnership agreement took place yesterday in Dubai, attended by key stakeholders from WRISE ...

The average car insurance premium in the United States serves as a crucial benchmark for drivers assessing their own ...

Sun Life Financial Inc has named Sujoy Ghosh as chief executive of its global high net worth business, which includes operations in Bermuda, Hong Kong and Singapore. Mr Ghosh, who takes up the role on ...

Oneglobal Broking, an independent Lloyd's broker backed by JC Flowers, has announced the acquisition of Life and Annuity ...