Estate planning is meant to preserve family wealth and minimize conflict. In 2025, heirs are turning to the courts to contest trusts.
Simon Entwistle, 42, was originally given only 0.5% of his ex-wife Jenny Helliwell’s £66 million fortune in their divorce settlement.
Despite persistent macroeconomic headwinds, broader takeaway for RIAs is: Earnings are exceeding expectations and the market is rewarding performance.
Investors are piling into financial products that offer them the chance to forgo some potential gains in exchange for protection against a selloff.