wealth-management | iCloud.Info

Think you know a lot about managing your money? Test your knowledge against a new wealth encyclopedia.

Wed, 08/06/2025 - 05:30

Tech Insider : Business

Arrows on top of $100 bills — The wealth management industry in the US is booming.
seksan Mongkhonkhamsao/Getty Images

finance, ultra-high-net-worth, wealth-management, beacon-industries-big-bet, wealth-advisors, high-net-worth, Investing

Fintech pitch deck library: How more than 60 startups raised millions in funding from top investors

Wed, 01/01/2025 - 05:15

Tech Insider : Business, Economy, Technology

dollar bills money — Check out these pitch decks for examples of fintech founders sold their vision.
Yulia Reznikov/Getty Images

finance, Tech, Startups, finance, Fintech, VC, wealth-management

Who gets the ski cottage? How rich Americans give homes to their children without causing feuds.

Sat, 11/30/2024 - 06:23

Tech Insider : Business

Family in ski gear waving at the camera from a snowy chalet — Rich Americans want their homes to stay in the family without causing sibling squabbles.
SolStock/Getty Images

finance, finance, real-estate, wealth-management, Inheritance, trusts, limited-synd

12 tactics America's wealthiest use to save big on taxes, from putting mansions in trusts to stashing fortunes for a 1,000 years

Sat, 11/23/2024 - 08:06

Tech Insider

A house surrounded by stacks of cash and piggy banks — ivanastar/Getty, akurtz/Getty, DNY59/Getty, Tyler Le/BI

Thanks to tax cuts made during the first Trump administration, Americans can give or hand down about $13 million in assets without paying federal estate tax. Only 0.2% of taxpayers have to worry about this tax, and they hire top-notch accountants and lawyers to pay as little as possible.