The decision between a family office and a wealth management firm ultimately comes down to your needs, goals and resources.

Engelhorn, now 32, is one of many beneficiaries of what has become known as the Great Wealth Transfer. Over the next 20 years ...

The reason for this might be poor communication between family members or a lack of financial savvy among younger members, ...

A family trust is a vital tool for estate and succession planning, offering flexibility, asset protection, and tax benefits.

Homrich Berg, which has $18 billion of assets under management, has been in expansion mode in recent months — especially in ...

Leadership education is a cornerstone of UHNW families aiming to achieve successful intergenerational transitions.

Dear Pay Dirt, I’m a financially comfortable but lonely widow in my late sixties. My son and only child, “Christopher,” has ...

Latino economic condition improving yet their wealth gap persists, and will widen due to largest ever intergenerational ...

Founders are scared their kids are too lazy or lack the skills to take over their businesses, so they're trying to get them ...

Discover top wealth preservation vehicles for Ultra HNIs, including family trusts, private equity, and real estate, ensuring ...

Robert Weiss becomes head of Key Family Wealth with a focus on collaboration across the firm to grow its ultra-high-net-worth ...

Baby boomers are sitting on an estimated half of total U.S. home equity, and most plan to keep it within their family after ...