Managers of Wealth Americas

Mosaic builds out global transactional tax-risk team

The group distinguishes itself in complex tax issues and operates on a one-team global platform

Will California’s ‘billionaire tax’ trigger an UHNW exodus? Wealth managers weigh in

With Californian billionaires potentially facing a five per cent wealth tax from November 2026, could an exodus of the ultra-wealthy be on the horizon?

Tax reform expected to push Brazilian wealthy to invest more abroad

Nau Capital and Avenida gather 40 family groups with average wealth of R$300m for immersion event: dividends, alternative assets, tax strategies, and rare wines

Tariff revenue dipped slightly in November after Trump pulled back on grocery store duties

The downward tick in tariff revenue breaks a streak that began earlier this year

Indianapolis Tax-Focused Firm Launches RIA With Dynasty

Storen Financial was previously affiliated with LPL Financial and Brass Tax Wealth Management, an RIA recently acquired by Waverly Advisors.

Proposed wealth tax targets billionaires to fill California health care gap

With those cuts targeting Medicaid and other public health programs, advocates of the ballot measure say the state’s healthcare infrastructure is at serious risk.

Cetera Financial Specialists adds Callero Capital Management

Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners.

Grant Thornton Advisors adds Puerto Rico, Brazil, and Poland firms

As with most private equity purchases, Grant Thornton US was split into legally separate audit and consulting businesses.

Broadridge and Xceptor Partner to Transform Global Tax Reclaims and Asset Servicing Operations

New integrated solution automates withholding tax relief and reclaims processes, minimising risk and enhancing compliance across global markets within Asset Servicing

The tariff genie will not go back in the bottle

The Supreme Court is currently considering the legality of tariffs imposed by President Donald Trump under the International Emergency Economic Powers Act (IEEPA).

Switzerland seals deal slashing US tariffs

The agreement, which follows a Swiss business delegation visit to the White House, improves the outlook for the Swiss economy.

IRS Is About To Relax Tax Rules For Crypto Giants In the US

This new guidance responds to significant pushback from companies like MicroStrategy and Coinbase.

Facet Brings Tax Prep Services to Subscription Members

Facet has white-labeled technology from april, an embedded year-round tax platform, to bring tax prep and tax filing capabilities to its flat-fee membership plans.

OECD warns tariffs will hit U.S. economic growth hard

So far, the OECD said, many companies have absorbed much of the shock by taking hits to their profit margins and using up existing inventories.

Trump tariffs live updates: Brazil moves to retaliate against Trump tariffs; de minimis exemption ends

The European Commission proposed on Thursday to withdraw all tariffs on imported US industrial goods in a bid to speed up the removal of US duties on European cars.

US-EU trade deal: 3 things to know

The deal lands just ahead of the U.S.-imposed August 1 tariff pause deadline

Trump ‘big beautiful’ bill gives top 1% biggest tax cuts in these states

Some households stand to get a much bigger tax benefit.

The eternal dilemma of how to tax the super-rich

It is becoming harder to keep wealthy nomads and ordinary voters happy

Grant Thornton West Coast leaders recognized in leading regional awards

“Each of them brings dedication, expertise and authenticity to their work and we’re proud to see them recognized by their peers and communities.”

Brazil's finance minister links potential IOF tax tweak to financial tax overhaul

The government last month hiked the IOF tax on some transactions to meet its fiscal targets, but the measure met with backlash and lawmakers signaled they could overturn it.