For most people, holiday giving doesn’t require a disbursement of funds from a financial adviser, but for the wealthy, this time of year is all about making structured gifts to family and charity.

When the rich give to charity, they find a way to get the ... Clients just looking for tax savings should stay away from CLTs, according to lawyer Dan Griffith, as higher interest rates have ...

It turns out that philanthropy – supposedly “the desire to promote the welfare of others, expressed especially by the generous donation of money ... the rich should give it all away before ...

Inside a retreat for billionaire heirs looking to give away their money Among the fabulously rich heirs in the room, everyone's "wealth shadow" looks different. For some, it takes the form of an X ...