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Domestic and international stock, bond, and real estate markets continued their winning ways during the 3rd quarter of 2020. The [...]

Over the last few decades, 401(k) plans have become the primary pre-tax retirement vehicle. These balances, used in conjunction with [...]

Qualified Opportunity Zone legislation was embedded in the Tax Cut and Jobs Act, signed into law on December 22, 2017. [...]

A couple of weeks ago, we wrote about the family office and described the single-family office, as well as the [...]

Over the last several years, the number of single family offices has grown significantly, with more than 3100 offices in [...]

Several years ago, Forbes began publishing an annual list of women billionaires. The list, published this year in April, is [...]