High Net Worth
What’s Ahead for Taxes and Charitable Giving Under Biden?
Now that the election is over, and control of the Senate is settled, there’s more clarity on the tax reforms we can…
Are High Net Worth Households More Generous?
What does the charitable giving of higher net worth households teach us about generosity? I wonder if the measure of our generosity…
What Happened to the Giving Pledge?
The Giving Pledge. Bill Gates and Warren Buffett made it famous ten years ago. Many people thought the pledge would inspire a…
The World’s Richest People and A Little Wisdom on Wealth
Money’s a funny thing. Most people spend their lives wishing they had it as they toil away at their jobs. We worry…
50% of High-Net-Worth Families Have Not Disclosed Wealth to Their Children
A September 2016 article in the Harvard Business Review notes that over 50% of high-net-worth families have not told their children about…
6 Facts for Understanding High Net Worth Giving
A 2014 study by US Trust/Bank of America and the Indiana University Lilly School of business revealed 6 key facts related to…