Unlocking Estate Planning Potential with Carried Interest

Published on July 30, 2025

Private equity and venture capital general partners have a unique opportunity to transfer future wealth with minimal tax cost.

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UBS Advisor Headcount Down, But Profits Up

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UBS reported a 4% drop in advisor headcount in the Americas, but profits were up as the bank benefited from prior cutbacks and trading amid volatile markets.

The Impact of Artificial Intelligence on Living Wills and Health Care Proxies

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Striking the right balance between AI-driven insights and human judgment ensures comprehensive and compassionate patient care.