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.

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 ...

I'd say it is very difficult to give away money effectively.” He expanded on this idea, adding, “If you care about the reality of doing good and not the perception of doing good, then it is ...