You need to make at least $787,712 to be considered a top 1% earner in the U.S., according to data from Smart Asset, which is ...

High-net-worth investing strategies are tailored for individuals with liquid assets typically exceeding $1 million. Financial advisors tend to handle these high-net-worth individuals (HNWIs) somewhat ...

Let’s explore how irrevocable trusts can help investors preserve their wealth while complying with IRS regulations.

How much money can you give a relative tax-free? In the U.S., there's no shortage of moves high-net worth individuals and families can make to avoid taxes. Gifting is one of the biggest avenues ...

Are you an investor with institutional needs, a family office, or an ultra high net worth individual seeking a truly global partner? We offer a wide range of products and investment services designed ...