Sapient Capital continues its recruitment drive by hiring Joshua Mandelbaum from J.P. Morgan, where he managed over $1 ...

Can the Family Wealth Governance Policy System (the GPS) serve as a tool to lower family conflict? Recognizing that while ...

As to the problem of revocable trusts, there’s none, provided: (1) every “I” is dotted and “T” is crossed in funding and ...

SEC actions against public companies dropped 30% in FY 2025, with 93% occurring before Gary Gensler's departure.

The article, “Taxing Dynasties,” written by two law professors and an in-house executive from an advocacy organization, is ...

Learn how the Nelson case validates tiered discounts in complex ownership structures, creating new tax efficiency for wealthy ...

Charitable tax planning requires time, especially with OBBB changes coming in 2026. Beware of questionable giving vehicles ...

Informal settlement of a fiduciary’s account has long been the preferred method for wrapping up a fiduciary’s service. And ...

A will signed and witnessed by two individuals is generally presumed to have been duly executed. The burden of proving due ...

The increase in litigation has placed fiduciaries at greater personal and financial risk.

Ryan Marcus of Binah Capital shares insights on helping wealth managers adapt their practices to better serve the growing ...

LPL Financial acquires minority stake in Private Advisor Group, deepening a 28-year relationship while PAG's leadership team ...