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Max Launches Comprehensive Private Banking and Lending Capabilities To Meet The Needs Of Leading Wealth Management Firms
Max Private℠ provides large RIAs and high-growth advisory firms with white-glove banking services that strengthen client relationships.
Alpha Vee Solutions: Powering the Next Generation of Direct Indexing
Alpha Vee CEO Leigh Eichel on the firm’s risk management methodology and $15M tech investment for customization and tax efficiency in direct indexing.
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Democrats’ Stimulus Priorities Would Boost Income By 33% For Poorest Americans
The details surrounding the next round of direct payments have divided Democrats, some of whom think the eligibility threshold should be lowered.
£35 million Nizam Fund share not for 2 grandsons alone: Ex-princess
Shafiya Sakina, challenges exclusion of female legal heirs from benefitting funds of Hyderabad’s Nizam Osman Ali Khan held.
New Tax Changes That Might Affect Your Estate Planning Strategy
While many new tax policies are imminent with the new administration, there are two changes that estate planning attorneys are watching closely.
2021 could be the year of estate planning
The COVID-19 pandemic has put a spotlight on legacy planning by highlighting the need to get estate plans in order.