Wealth protection

Ratcliffe and other senior Ineos executives caused tension with the company’s auditor, PwC.

Hedge funds are planning to expand their presence in Florida, adding to a migratory trend as wealthy residents of northern states face the threat of higher taxes.

Senator Elizabeth Warren’s proposed wealth tax could be a gift to an industry she has accused of looting Americans — private equity.

Billionaires such as Jeff Bezos, Bill Gates and Warren Buffett could have collectively lost hundreds of billions of dollars in net worth over decades.

The world’s wealthy are increasingly on the move.

Speak to a few family office experts, and you’ll hear the phrase, “When you’ve seen one family office, you’ve seen one family office.” But press them on common errors, and they have a lot to say.

Prior to the Tax Reform Act of 1986, the tax code was full of loopholes that individuals could take advantage of, especially movie stars.

If Democrats want the wealthy to pay more into the U.S. Treasury, they’ll need to contend with one fact: the rich are very good at dodging taxes.

The Internal Revenue Service’s recent proposal to extend gift and estate tax exemptions beyond 2025 could spur some large transfers of wealth.

Austria is trying to free about 70 billion euros ($80 billion) of capital locked in a “golden cage” the country created a few decades ago.

An aggressive posture in financial planning now can make all the difference.

The TCJA’s changes to alimony deductibility make good advice more important than ever.

Today, there are about 100 single family offices in Russia and as many as 20 multi-family offices. Such firms typically tend to investments, taxes, estate planning and even personal needs such as travel and education.

Financial planners need to find answers to the machine threat.

Three rules for protecting your clients

Among the wealthy tri-state area set, there’s more buzz than ever about fleeing south to Florida, land of mild winters and, more importantly after last year’s federal tax overhaul, zero state personal income tax.

Jonathan Blattmachr, an estate planning lawyer, is such a fan of the strategy he’s created to help some of his wealthy clients get around the new property tax deduction cap that he’s using it himself.

Florida’s long-running effort to lure Wall Street hotshots is gaining traction thanks to a provision in the federal tax law that hits residents of high-tax states.

Many of the biggest beneficiaries of President Donald Trump’s tax overhaul haven’t even been born yet.

Three of America’s most discreet billionaire philanthropists have emerged as the biggest donors to the Goldman Sachs Philanthropy Fund after the IRS accidentally revealed their identities.