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Personal Finance Wealth

Wealth

Learn the latest on private banking and investing, tax strategies, estate planning, family offices, philanthropy and special services to stay ahead of the curve.

Wealth
  • Trust & Estate Planning
  • Philanthropy
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A gift of US cash.
What Is a Gift Letter and How Do You Use It?
A gift letter is a piece of legal, written correspondence explicitly stating that money received isn't expected to be repaid.
  • Woman using an ATM
    Offshore Banking Isn’t Illegal, But Hiding It Is
  • Close up of a luxury yacht
    Average Net Worth of the 1%
  • Couple meeting with financial coach
    Financial Coach Definition
  • Why Knowing Your Net Worth Is Important
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    Guide to Hiring a Financial Counselor
  • US-IT-lifestyle-Amazon-internet-technology-economy-computers
    Ultra-High-Net-Worth Individual (UHNWI) Definition
  • Elegant woman looking out of a car window
    High-Net-Worth Individual (HNWI) Definition
  • Piles of bundled $100 bills
    Trillionaire Definition
  • History of the Cost of Living
  • Multi-generational family at lunch on patio
    Generational Wealth Definition
  • A young businessman enjoying life in the city of Bangkok Thailand.
    Problems Ultra-High-Net-Worth Individuals Face
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    Why The First $1 Million Is The Hardest
  • How Serial Entrepreneurs Are Reshaping Wealth Creation
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    The Best Custodial Accounts for 2022
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    Best Personal Finance Courses in 2022
  • Asset Protection for High Net Worth Individuals
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    Women and the Great Wealth Transfer
  • SothebyAuction.jpg
    Sotheby's Definition
  • Couple in Private Jet Airplane
    7 Dos and Don'ts for Becoming a Billionaire
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    How Much Is a Private Jet: Hourly Rates and Purchase Price
  • Vacation Home or Income-Producing Investment?
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    Wealth Management Definition
  • 10 Tips for Achieving Financial Security
  • What’s the Value of a Blue Lobster?
  • Who Is the Richest Person Ever?
  • Investment Adviser vs. Broker: What's the Difference?
  • A blindfolded man in a suit
    Defining a Blind Trust
  • Aliko Dangote
    Who Is Aliko Dangote? What Is His Net Worth?
  • The Lottery: Is It Ever Worth Playing?
  • 6 Signs That You've Made It to the Middle Class
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    Conspicuous Consumption Definition
  • Ben Franklin on Cash
    Should You Save Your Money or Invest it?
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    What Is Luxury Item?
  • Working-class political protest in the northern suburb of Halandri in Athens, Greece
    Working Class
  • Cash
    Decamillionaire
  • A Vintage Ferrari dashboard viewed through window.
    Status Symbol Definition
  • Lifestyle Inflation Definition
  • Found Money
  • Puerto Vallarta, Mexico
    The Best Places to Retire Abroad
  • The $200 Million House: What It Really Costs
  • Man enjoying sunny ocean view from luxury balcony.
    Economics of Buying a Beach House: Read Before You Buy
  • The 10 Most Expensive ZIP Codes in New York State
  • How Much Does a Yacht Cost? What Can You Afford?
  • Businessmen examining dress shoes in menswear shop
    The Psychology Behind Why People Buy Luxury Goods
  • A Qatar Airways jet against a blue sky. The fuselage is grey and white with purple lettering.
    Five of the Most Luxurious Commercial Airlines
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  • Sudden Wealth
    Sudden Wealth Syndrome (SWS) Definition
  • Estate Planning
    What Happens to Your Bank Account After Death?
  • Online Will Makers
    The 6 Best Online Will Makers of 2022
  • Irrevocable Trust Definition
  • trust fund
    Trust Fund Definition
  • Cropped hand holding a pen signing an official document
    Will vs. Trust: What’s the Difference?
  • Revocable Trust vs. Irrevocable Trust: What's the Difference?
  • Endowment Fund Definition
  • Endowment Definition
  • Grantor Trust Rules Definition
  • Grantor Retained Annuity Trust (GRAT) Definition
  • Inter-Vivos Trust Definition
  • Pari-Passu
  • Beautiful luxury home exterior at twilight
    Step-Up in Basis Definition
  • Business People Shaking Hands in Office
    Trustee Definition
  • Ideas make changes. Edison Light bulb on the sky
    Uniform Transfers to Minors Act (UTMA) Definition
  • A family talking with an accountant sitting at the table.
    Should You Set up a Revocable Living Trust?
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