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How the rich have their cake and eat it too by using trusts to give to charity, collect cash, and save on taxes at the same time

Mon, 08/19/2024 - 08:50

marie antoinette — Kirsten Dunst portrayed the young queen in Sofia Coppola's 2006 film "Marie Antoinette."
Columbia Pictures

finance, BI Prime, Finances, Taxes, tax-law, wealth-management, Philanthropy

I quit Merrill Lynch to start my own business. Leaving a 7-figure income and cushy corporate perks was hard, but I don't regret it.

Tue, 07/09/2024 - 05:05

a man in a blue outfit poses in front of a palm tree — Chad Willardson.
Tom Pellicer, Rowco Media, LLC

Careers, BI-freelancer, merrill-lynch, Merrill, wealth-management, Entrepreneurs, quit-job

10 ways wealthy Americans save big on taxes, from putting mansions in trusts to guaranteeing inheritance for future generations

Wed, 02/21/2024 - 09:38

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

finance, finance, Taxes, wealth-management, estate-tax, tyler-le, bi-illustration

Morgan Stanley's chairman slams bitcoin as speculative and volatile – and expects the US to dodge a recession

Thu, 01/04/2024 - 06:27

Tech Insider : Crypto

James Gorman — James Gorman is executive chairman of Morgan Stanley.
Andrew Burton/Getty Images

Markets, finance, mi-exclusive, Markets, crypto, Bitcoin, morgan-stanley

Billionaire heirs are getting richer than entrepreneurs as old money prevails amid IPO chill

Thu, 11/30/2023 - 13:39

Jeremy Strong, Sarah Snook, and Kieran Culkin on season four of — Jeremy Strong, Sarah Snook, and Kieran Culkin on season four of "Succession."
Claudette Barius/HBO

finance, finance, Wealth, wealth-management, Rich, Billionaires

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