The study identified contested trust disputes by examining thousands of civil filings that were scheduled to come before San Francisco Superior Court.

Nonprofits are pushing back against policies by financial institutions to collect personal information of charity employees before releasing a gift.

Total assets invested in so-called tax-aware long-short strategies — or TALS — have surged to more than $170 billion, according to Tax Alpha Insider.

The global billionaire count hit a record of 3,795 people last year, with the biggest wealth gains for the richest of the rich, per a recent Altrata report.

Wealthy travelers are moving their typical summer getaways to autumn.

The personal investment firms of titans like Stanley Druckenmiller are backing innovations in gene editing, drug discovery and more.

New York City brokers said they’ve seen a surge in the number of wealthy renters, which is driving Manhattan rents to new records.

The data includes the portfolios of hundreds of family offices, representing a total of $1.4 trillion in assets.

Jeanie Buss, governor of the Lakers, is contesting her siblings’ decision to sell the family’s remaining stake in the NBA team.

Relatively few wealthy families are addressing the question of when an aging parent should give up control, advisors and lawyers told CNBC.