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How the Ultra-Rich Use Trusts to Shield the Family Fortune From Lawsuits

Wealthy parents can protect their children by putting their riches in trusts so ex-spouses and creditors can't get them.

Bi primeWealth managementHayley cuccinello

Family Offices Leaning in on AI Prove Its Validity

Family offices aren't known for taking big risks with their money, which makes their interest in buzzy AI all the more interesting.

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How the Rich Use Trusts That Last up to 1,000 Years to Save on Taxes

With dynasty trusts, rich taxpayers can provide for 40 generations of heirs and shield assets from creditors and even their future heirs' ex-spouses.

Bi primeEstate taxWealth managementHayley cuccinello

These 11 Slides Explain JPMorgan s Biggest Challenges, From Tech Spending to Investment Banking

The bank said spending continues to grow, especially on tech as do other threats to its business, including increased cyber attacks.

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Meet the 2 Very Different Execs in the Running to Be Morgan Stanley s CEO

Wealth boss Andy Saperstein and investment bank head Ted Pick both have serious bona fides. Morgan Stanley would look very different under each executive.

Bi primeMorgan stanleyJames gormanWall streetHayley cuccinello

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