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UAE ‘spy sheikh’ backs 49% stake in Trump family’s crypto bank venture, WSJ reports ↗
World Liberty’s proposed trust bank has preliminary federal approval as the Trump-backed crypto venture deepens its ties to a senior UAE official.
The $40 trillion national debt is growing while Social Security goes broke—because wealthy Boomers are collecting over $100k in benefits per year ↗
Boomers are getting 265% returns from Social Security—and the “great wealth transfer” won’t save Gen Z.
What the Buss family Lakers dispute can teach the wealthy about trusts ↗
Jeanie Buss, governor of the Lakers, is contesting her siblings' decision to sell the family's remaining stake in the NBA team.
Meta’s $18 billion settlement won’t be enough to escape its trust problem ↗
Also: All the news and watercooler chat from Fortune.
Buss Family Feud Over Lakers Ownership Brews Off Court ↗
The fight for control raises bigger questions about succession planning.
World Liberty Financial and Digital Asset Trust Banks ↗
Where do we go from here?
Florida's wealth boom spurs Orlando bank to start trust unit ↗
Cogent Bank has tapped an industry veteran to lead a new unit focused on ensuring high-net-worth clients can smoothly transfer assets to their heirs.
People Moves: $5.7B Prosperity Replaces President With Tax Firm Executive ↗
In other people moves, LPL lures a technology leader from Wells Fargo, U.S. Bank hires private banking chief, alternatives manager Barings names U.S. wealth head, and Northern Trust expands wealth leadership in New York.
Stay for the 'sunset' or leave for a sale: What to consider ↗
Press an "easy button" for an internal succession or go the harder, often more lucrative route of leaving an employee brokerage to sell an independent practice? A new report from one recruiting firm shows which lane…
‘The estrangement isn’t about politics’: My daughter hasn’t spoken to me for 4 years. Do I leave her a monthly annuity? ↗
“You’ll have to trust me when I tell you that she had love, support and opportunities.”
Trust Property as Marital Property? ↗
C.S. v. R.H. says “Yes” in a case of first impression in New York
Alternatives to Revocable Trusts ↗
TOD and POD designations may be better planning solutions
Trust Administration as a Developmental System ↗
Beneficiary engagement and self-determination theory
Incomplete Gift Non-Grantor Trust Traps And the Disappearing Adverse Party ↗
Does the arrangement provide real economic interests and governance limits?
Sloppy books, dirty data can undermine RIA sales or mergers ↗
Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make a succession deal.
A rare stumble at TJX has Wall Street spooked. We see a buying opportunity ↗
We trust the off-price retailer is already fixing its problems.
How wealthy families can prepare for aging parents and avoid a succession crisis ↗
Relatively few wealthy families are addressing the question of when an aging parent should give up control, advisors and lawyers told CNBC.
Can Trustees Block Nick Reiner’s Trust Fund Access? ↗
The fiduciary overseeing the money is invoking the slayer statute.
Why a Well-Structured Trust Still Fails Without a Prepared Heir ↗
Be prepared for “sudden wealth syndrome.”
How non-grantor trusts maximize charitable, small business stock tax advantages ↗
With recent changes to tax law, non-grantor trusts have become attractive vehicles for gaining tax efficiencies, such as when making charitable contributions.
Trust, Not Capital, Limits ETF Growth ↗
Despite thousands of ETFs vying for attention, most struggle to reach scale because they fail to build credibility with advisors and investors before launch.
How account titling and beneficiary designations can undermine a will ↗
Account titling and beneficiary designations could contradict what clients write in their wills, undermining estate planning. Advisors can help keep these current.
Celebrity Estates: The Murdoch Family Trust and Irrevocable Planning with Mark Parthemer ↗
Glenmede Trust's Mark Parthemer discusses the Murdoch family trust dispute and what it can teach advisors and families about irrevocable trust planning.
Ten Estate Planning Topics Financial Advisors Should Discuss With Clients ↗
National Make-A-Will Month is a good time to bring up important issues.
Dario Amodei admits AI suffers from a crisis of trust, saying people worry companies or governments are ‘cooking up some new way to screw them over’ ↗
"I think by far the most accurate criticism of AI companies including Anthropic is that we haven’t yet delivered on our big promises to benefit the world."
Exec at $27 billion tech giant HP hits back at Gen Z lazy label, saying they’re great at listening and building relationships ↗
George Brasher says his Gen Z coworkers have a “healthy relationship with work” and know how to listen and build trust.
The $124 trillion Great Wealth Transfer is fully underway—but nonprofits are ‘paralyzed’ by how to chase millennials’ newfound wealth ↗
Steve Isom, a top exec at donor-software firm Bloomerang, says most nonprofits are approaching the youngest generations of donors the wrong way.
Jimmy Wales: ‘AI can generate answers. It still can’t earn trust’ ↗
The leadership lesson of Wikipedia.
Beijing is said to move to clarify tax rules stoking confusion among China's ultra-wealthy ↗
Beijing is said to be moving to clarify ambiguities in new tax rules on offshore trusts after the policy sowed confusion among wealthy Chinese and advisors.
Trump family-backed crypto firm World Liberty gets conditional bank charter approval ↗
The OCC conditionally approved World Liberty Trust Co.’s national trust bank charter. That would allow the Trump family-backed firm to issue stablecoins.
How an updated estate can give clients 'power from the grave' ↗
August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.
Women are inheriting trillions. How advisors can win their business ↗
Women are projected to receive more than $100 trillion in the so-called great wealth transfer. But their planning needs can differ from men's.
Splitting heirs: Advisors are losing next-gen clients. Here's how to keep them ↗
With trillions on the table, advisors who know how to start conversations with clients' heirs risk losing far less than those who don't.
A $1.3B RIA finds a middle path to succession ↗
A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor…
People Moves: $34B Fiduciary Trust Hires Former Wilmington Trust CEO ↗
Also, Farther and Dynasty add executives-in-residence, Arden Trust hires a president and Catalyst adds to its RIA distribution team.
China’s next economic ambition: workshop for the Muslim world ↗
Chinese exporters are moving into halal food, cosmetics and fashion, but success in this vast market depends on something harder to manufacture than cheap goods: trust.
Grady-White Boats Owner Gifts $400M Enterprise to Purpose Trust in Lieu of Sale ↗
The transaction will help preserve the company’s culture while generating substantial charitable impact.
Trust, but hedge: Quietly violent summer lingers as bulls buy crash protection ↗
It's been a wild summer for stocks, even if it may not feel like it at surface level.
Keep, rent, gift or sell? Second-home tax creates ripple effects in planning ↗
New York City's new pied-à-terre tax is prompting financial advisors to help wealthy clients reassess their options, from residency status to estate plans.
How to spot a client in crisis — and what to do next ↗
Building client trust is a top priority for an advisor. But when advisors spot potential mental health struggles in clients, what should they do?
When Family Is the Succession Plan ↗
How do you evolve from a familial relationship into true business partners before transitioning ownership?
‘This has been an emotionally difficult time’: My brother has cancer and my father is 94. How do I shoulder this responsibility? ↗
“My father placed his $600,000 Wisconsin home into a revocable trust, naming my brother as beneficiary.”
Great disappointment will follow the Great Wealth Transfer as baby boomers pass on just a fraction of their fortune to millennials and Gen Xers ↗
The good news for the younger generations is that boomers are already showering some of their money on their heirs.
Social Security’s funding crisis is the elephant in the room. But don’t ignore the mouse. ↗
No one knows what Congress will do if Social Security’s trust fund were actually to be depleted.
20% of Americans are already using AI for financial advice — another 70% don’t trust it ↗
The Gallup poll found a disconnect between the resources Americans trust for financial advice and the ones they actually rely on.
Aging Costs Are Eating into Family Wealth ↗
Unless legislative changes are made, heirs may not get their expected inheritances.
How big is the great wealth transfer? It could be over $100 trillion or $36 trillion ↗
Two studies have raised new questions about the size and impact of the coming great wealth transfer.