McKinsey Global Institute reports that $600 trillion of wealth rests on productivity or price highlights that much of the rise in value has been driven by asset prices often outpacing underlying ...
When it comes to financial advice, few names carry as much weight as Mark Cuban. 7 billion, this entrepreneur, investor, and minority owner of the Dallas Mavericks has proven he knows something about ...
Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. As an advisor working with ultra-high-net-worth families, I ...
With the Tax Cuts and Jobs Act (TCJA) sunset provision set to expire December 31, 2025, America’s wealthiest families may have just six months to transfer up to $28 million tax-free. Without ...
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