The nine types of trusts mentioned here are just a few of the options available to high-net-worth individuals to protect assets and minimize tax liabilities. When it comes to estate planning for ...

Handing down a vacation home can be tax and family drama free. Here's how wealthy families are using smart estate planning to ...

Palm Beach, Fla.-based Chilton Trust, a privately owned, independent wealth management firm and national trust bank with $8 billion in AUM, has launched a new fund lineup for ultra-high-net-worth and ...

If you have a high net worth, one of the most powerful tools available to you is a trust. They can help you pass your wealth to your heirs and may be able to shield your money from creditors.

For UHNW families seeking integrated oversight, holistic planning is the key to ensuring that their legacy is not left to ...

For ultra-high-net-worth individuals (UHNWIs) whose estates far exceed the 2025 federal lifetime exemption of $13.99 million per person, the ...

For help with planning your estate, consider working with a financial advisor. Establish a Trust For high-net-worth individuals, establishing a trust is an essential step in protecting your wealth.

Additionally, this kind of trust will protect your heirs from creditors and bankruptcy. Generally, a high net worth estate is one that is worth more than $1 million in liquid assets. At What Net ...

F.L.Putnam is expanding its reach in New Hampshire as it scoops up a practice specializing in trust services for the high-net-worth. The Massachusetts-based independent RIA has announced the ...

High net worth individuals (individuals with ... the seminar was ‘Succession Planning through Private Trust’. Mantri said that it is very easy to challenge a will. In case of dispute, the ...

Selecting the right trust(s) will help ensure your money ... They are particularly beneficial for very high-net-worth individuals because they take advantage of the estate tax exemption of $ ...